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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-07-27 |
| PA | RA | APPROVED | 2021-06-22 |
Branch Locations
33 South Front Street, Milton, PA 17847 • United States
1071 N Susquehanna Trl, Selinsgrove, PA 17870 • United States
1143 North 4Th Street, Sunbury, PA 17801 • United States
315 East Chestnut Street, Mifflinburg, PA 17844 • United States
409 Market Street, Lewisburg, PA 17837 • United States
283 Hogan Boulevard, Mill Hall, PA 17751 • United States
2001 W 4Th Street, Williamsport, PA 17701 • United States
405 River Avenue, Williamsport, PA 17701 • United States
Lewisburg, 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 |
|---|---|---|---|---|
| Valic Financial Advisors | Chicago | IL | 08/2012 | 02/2020 |
| M&T Securities | Selinsgrove | PA | 11/2020 | Present |
| Unemployed | Naperville | IL | 02/2020 | 10/2020 |
| Lpl Financial Llc | Selinsgrove | PA | 06/2021 | Present |
| Lpl Financial Llc | Selinsgrove | PA | 06/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 1996-06-15 |
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