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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-11-14 |
Branch Locations
239 Main Street Suite 100, Johnstown, PA 15901 • United States
2009 Mackenzie Way Ste 100 Pmb 188, Cranberry Township, PA 16066 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Investments | Somerset | PA | 12/2014 | 12/2016 |
| New York Life Insurance Company | Pittsburgh | PA | 11/2016 | 10/2023 |
| Nylife Securities Llc | Pittsburgh | PA | 01/2017 | 10/2023 |
| Eagle Strategies Llc | Johnstown | PA | 11/2018 | 10/2023 |
| Rfb Financial Strategies | Johnstown | PA | 03/2019 | Present |
| Pruco Securities, Llc | Canonsburg | PA | 10/2023 | 11/2024 |
| The Prudential Insurance Company Of America | Canonsburg | PA | 10/2023 | Present |
| Lpl Enterprise, Llc | Canonsburg | PA | 11/2024 | Present |
1) 09/06/2024 Health Insurance Place- Other- INV Related- Cannonsburg, PA- Start Date 10/16/2023- 5hrs/mth- 5hrs during trading 2) 11/14/2024-RFB Financial Strategies-DBA for LPL Business (entity for LPL business)-Inv Related-At reported business location(s)-Start date 03/15/2019-120hrs/mth-120hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 2010-01-04 |
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