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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-07-08 |
Branch Locations
47 East Main Street, Ephrata, PA 17522 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Securities, Llc | Richmond | VA | 01/2021 | 03/2021 |
| Bb&T | Lancaster | PA | 01/2021 | 03/2021 |
| Pnc Bank | Lancaster | PA | 08/2008 | 01/2018 |
| Orrstown Bank | Lancaster | PA | 01/2018 | 01/2021 |
| Truist Investment Services, Inc. | Lancaster | PA | 02/2021 | 03/2024 |
| Lpl Financial | Ephrata | PA | 07/2024 | Present |
| Ephrata National Bank | Ephrata | PA | 03/2024 | Present |
1) 07/2024 - ENB Investment Services / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 2002-09-13 |
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