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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-05 |
| PA | RA | APPROVED | 2021-06-22 |
Branch Locations
101 East Pitt Street, Bedford, PA 15522 • United States
301 W. Plank Road, Altoona, PA 16602 • United States
811 17 Th Street, Altoona, PA 16602 • United States
201 Plank Road, Duncansville, PA 16635 • United States
809 East Main Street, Roaring Spring, PA 16673 • United States
One West 10Th Street, Tyrone, PA 16686 • United States
Altoona, PA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Commowealth Bank | Hollisdaysburg | PA | 03/2014 | 10/2016 |
| Infinex Investments, Inc. | Meriden | CT | 10/2015 | 10/2016 |
| M&T Securities | Altoona | PA | 10/2016 | 06/2021 |
| Lpl Financial Llc | Altoona | PA | 06/2021 | Present |
1) 04/21/2021 - Wilmington Advisors @ M&T - DBA for LPL Business (entity for LPL business)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-08-22 |
| S63 | Uniform Securities Agent State Law Examination | 1997-01-13 |
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