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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-01-21 |
Branch Locations
1330 South Atherton Street, State College, PA 16801 • United States
409 North Front St., Philipsburg, PA 16866 • United States
1111 Street Rd., Suite 100, Southampton, PA 18966 • United States
915 East Bishop Street, Bellefonte, PA 16823 • United States
283 Hogan Boulevard, Mill Hall, PA 17751 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Financial Specialists Llc | Schaumburg | IL | 12/2010 | 08/2022 |
| Aci Financial Services, Inc. | Bridgeport | WV | 03/2003 | 04/2022 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2021 | 08/2022 |
| Citizens Securities, Inc. | Pittsburgh | PA | 08/2022 | 01/2025 |
| M&T Bank | State College | PA | 01/2025 | Present |
| Lpl Financial | State College | PA | 01/2025 | Present |
1)01/21/2025 - Sam Lacaria Jr Rentals - Real Estate Rental - Owner - Inv Rel - Clarksburg, WV - Start: 01/1999 - 1 Hrs/Mth - 0 Hrs During Trading. 2) 01/21/2025 - M&T Financial Services - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - 0 Hrs/Mth - 0 Hrs During Trading. 3) 07/10/2025 - Sam J Lacaria Jr. rentals - Investment Related - Real Estate Rental - Bridgeport WV - Start Date:12/01/1998 - 1 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-05 |
| S63 | Uniform Securities Agent State Law Examination | 2001-03-12 |
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