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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-10 |
| PA | RA | APPROVED | 2024-01-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Mount Pleasant | PA | 01/2012 | 09/2016 |
| Key Investment Services Llc | Mt Pleasant | PA | 09/2016 | 11/2016 |
| Key Investment Services, Llc | Cleveland | OH | 11/2016 | 12/2021 |
| Key Investment Services | Brooklyn | OH | 12/2021 | 11/2022 |
| Cetera Investment Services Llc | St Cloud | MN | 11/2022 | 01/2024 |
| First National Bank Of Pa | Uniontown | PA | 11/2022 | 01/2024 |
| Cetera Investment Advisers Llc | Uniontown | PA | 11/2022 | 01/2024 |
| Lpl Financial | Hopwood | PA | 01/2024 | Present |
| Fields Financial Services | Hopwood | PA | 01/2024 | Present |
1)01/09/2024 - Fields Financial Services - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 01/2024 - 160 Hr/Mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-12 |
| S63 | Uniform Securities Agent State Law Examination | 2011-06-27 |
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