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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-04-01 |
Branch Locations
4302 Old William Penn Hwy 100, Murrysville, PA 15668 • United States
4302 Old William Penn Hwy 100, Murrysville, PA 15668 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
218 N Market St, Selinsgrove, PA 17870 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Bank | Monroeville | PA | 12/2015 | 09/2016 |
| Citizens Securities, Inc. | Monroeville | PA | 12/2015 | 09/2016 |
| Citizens Securities, Inc. | Monroeville | PA | 09/2016 | 04/2022 |
| Lpl Financial, Llc | Murrysville | PA | 04/2022 | Present |
1) 3/2022 - DBA for LPL Business (entity for LPL business) - Sporar Financial, LLC - Investment Related - 10 hrs/mon - 1 hr/trading - 10% - Murraysville, PA 15668 2) 3/2022 - DBA for LPL Business (entity for LPL business) - Maloy Sporar Financial Group, LLC - Investment Related - 10 hrs/mon - 1 hr/trading - 10% - Murraysville, PA 15668 3) 08/02/2022 - Affinity Insurance Partners - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date - 07/29/2022 - 5 Hours Per Month/1 Hours During Securities Trading. 4) 03/27/2024 - Starr Investment Services, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 03/18/2024 - 20 Hours Per Month/ 2 Hours During Trading 5) 06/03/2024 - Non-Inv Related - At Reported Business Location(s) - Notary Public - Started: 3/28/2024 - 1 Hr/Mo During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-10-27 |
| S63 | Uniform Securities Agent State Law Examination | 2015-05-28 |
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