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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2017-10-04 |
Branch Locations
1421 Pittsburg Rd, Valencia, PA 16059 • United States
1688 Route 228, Cranberry Township, PA 16066-5314 • United States
22 Franklin Village Mall, Kittanning, PA 16201-8803 • United States
151 Pittsburgh Rd, Butler, PA 16001-3253 • United States
101 Monroe Rd, Sarver, PA 16055-9313 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwest Bank (Formerly: Northwest Savings Bank) | Cranberry Township | PA | 12/2004 | Present |
| Northwest Advisors, Inc. | Cranberry Township | PA | 10/2011 | 12/2018 |
| Cetera Investment Services Llc | St.CLoud | MN | 12/2013 | 10/2017 |
| Lpl Financial, Llc | Cranberry Township | PA | 10/2017 | Present |
1. 10/04/2017 - BROKERS SERVICES MARKETING GROUP (BSMG)/ NON-VARIABLE INSURANCE/ 30%/ PROVIDENCE, RI 2. 2/11/2020 - Northwest Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 2/1/2020 - 160 Hours Per Month/160 Hours During Securities Trading. 3. 5/12/2021 - Northwest Bank - Not Investment Related - At Reported Business Location(s) - Financial Institution Duty - Start Date: 5/11/2021 - 5 Hours Per Month/0 Hours During Securities Trading - Referring to bank partners.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-06-06 |
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