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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-07-12 |
Branch Locations
101 West 3Rd St., Williamsport, PA 17701 • United States
One Fountain Plz 10Th Flr, Buffalo, NY 14203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M&T Securities, Inc. | Buffalo | NY | 10/2000 | 07/2017 |
| M&T Bank | Williamsport | PA | 08/2008 | 07/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Williamsport | PA | 10/2017 | 06/2019 |
| N/A | Montoursville | PA | 07/2017 | 10/2017 |
| M&T Securities, Inc | Buffalo | NY | 06/2019 | 06/2021 |
| Lpl Financial Llc | Buffalo | NY | 06/2021 | Present |
1.Starting: 6-1-19; owner of Chris & Denise Plankenhorn; not investment related; 1513 Central Avenue, Ocean City, New Jersey, 08226; Rental Property/Second Home; 5 hours; 0 during trading hours. We manage the rental calendar. 2. 04/22/2021- M&T Financial Services - Investment Related - DBA for LPL Business (entity for LPL business) 3. 03/31/2022- CHRISTOPHER & DENISE PLANKENHORN - Investment Related - At Reported Business Location(s) - Real Estate Rental - Joint Owner - Start Date - 03/19/2019- 1 Hours Per Month/1 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-12 |
| S65 | Uniform Investment Adviser Law Examination | 1998-07-21 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-23 |
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