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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-04-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Securities Llc | Summit | NJ | 09/2010 | 07/2025 |
| Jpmorgan Services Inc | Morristown | NJ | 08/2010 | 12/2016 |
| Jpmorgan Chase Bank Na | Summit | NJ | 01/2017 | 07/2025 |
| Lpl Financial | Scranton | PA | 04/2026 | Present |
| Fidelity Bank | Scranton | PA | 07/2025 | Present |
1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name Fidelity Wealth Portfolios - Inv Rel - At Reported Business Location (s) - Start Date : 04/2026 2. 04/2026 - Fidelity Bank - Financial Institution Duty - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - Wilkes Barre PA 18701 - OBA Start Date: 07/21/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 2010-12-03 |
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