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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-05-19 |
Branch Locations
118 East Second Street, Coudersport, PA 16915 • United States
571 Main Street, Richfield, PA 17086 • United States
129 South Main Street Ste 600, Lewistown, PA 17044 • United States
301 Market Street, Port Royal, PA 17082 • United States
4068 William Penn Highway, Mifflintown, PA 17059 • United States
104 N Front Street, Liverpool, PA 17045 • United States
Mifflintown, PA • United States
30580 Rt 35, Mcalisterville, PA 17049 • United States
120 Regent Court Suite 101, State College, PA 16801 • United States
Four North Market Street, Millerstown, PA 17062 • United States
100 West Water Street, Lewistown, PA 17044 • United States
320 South Logan Blvd, Burnham, PA 17009 • United States
52 West Mill Street, Port Allegany, PA 16743 • United States
20 Prince Street, Reedsville, PA 17084 • United States
16400 Path Valley Rd, Spring Run, PA 17262 • United States
One East Market Street, Lewistown, PA 17044 • United States
1762 Butcher Shop Road, Mifflintown, PA 17059 • 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 |
|---|---|---|---|---|
| Juniata Valley Bank | Mifflintown | PA | 06/2014 | Present |
| Cetera Advisor Networks, Llc | El Segundo | CA | 09/2014 | 05/2025 |
| Cetera Investment Advisers, Llc | Schaumburg | IL | 06/2024 | 05/2025 |
| Lpl Financial | Mifflintown | PA | 05/2025 | Present |
1. Start Date: 05/16/2025 - JVB Investment Services - DBA for LPL Business (entity for LPL business) - Investment Related - Mifflintown, PA 17059 - 160 Hrs/Mth - 40 Hrs During Trading - time Spent: 100
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-29 |
| S63 | Uniform Securities Agent State Law Examination | 2014-11-06 |
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