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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-01-25 |
| PA | RA | APPROVED | 2017-10-04 |
Branch Locations
1 W Main Ave, Myerstown, PA 17067-1122 • United States
2296 S Market St, Elizabethtown, PA 17022-9610 • United States
1048 E Main St, Palmyra, PA 17078 • United States
547 S 10Th Street, Lebanon, PA 17042 • United States
547 South 10Th Street, Lebanon, PA 17042 • United States
370 W. Governor Road, Hershey, PA 17033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwest Bank (Formerly: Northwest Savings Bank) | Palmyra | PA | 01/2015 | Present |
| Cetera Investment Services Llc | St. Cloud | MN | 01/2015 | 10/2017 |
| Northwest Advisors, Inc. | Warren | PA | 01/2015 | 12/2018 |
| Lpl Financial, Llc | Palmyra | PA | 10/2017 | Present |
1. 10/4/2017 - BROKERS SERVICE MARKETING GROUP (BSMG) - Investment Related - At Reported Business Location(s) - NON-VARIABLE INSURANCE - Started 08/22/2017 - 5 Hours Per Month/1 Hour During Securities Trading - Time Spent 10%. 2. 2/11/2020 - Northwest Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start 2/1/2020 - 160 Hours Per Month During Securities Trading. 3. 5/12/2021 - Northwest Bank - Not Investment Related - At Reported Business Location(s) - Financial Institution Duty - Start Date: 5/11/2021 - 5 Hours Per Month/0 Hours During Securities Trading - Referring to bank partners.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-06-08 |
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