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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-01-22 |
Branch Locations
4 W Main St, Lock Haven, PA 17745 • United States
1767 North Atherton St, State College, PA 16803 • United States
1127 Zion Road, Bellefonte, PA 16823 • United States
104 East Main Street, Lock Haven, PA 17745 • United States
2200 South Atherton Street, State College, PA 16801 • United States
104 Winfield Drive, Centre Hall, PA 16828 • 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 |
|---|---|---|---|---|
| Scottrade | Annapolis | MD | 10/2015 | 03/2018 |
| Unemployed | Taylors | SC | 04/2018 | 07/2018 |
| Axa Advisors, Llc | New York | NY | 07/2018 | 07/2020 |
| Pnc Investments | Pittsburgh | PA | 07/2021 | 01/2024 |
| Unemployed | Bridgeville | PA | 07/2020 | 07/2021 |
| Northwest Bank | Coalport | PA | 01/2024 | Present |
| Lpl Financial Llc | Coalport | PA | 01/2024 | Present |
1) 1/2024 - NORTHWEST BANK / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) 2) 04/23/2024 - Northwest Bank - Financial Institution Duty - Not Investment Related - At Reported Business Location(s) - Start Date 01/29/2024 - 1 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-11-30 |
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