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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-05 |
| PA | RA | APPROVED | 2022-01-24 |
Branch Locations
1166 Walnut Bottom Rd, Carlisle, PA 17015 • United States
401 East King St, Shippensburg, PA 17257 • United States
6280 Carlisle Pike, Mechanicsburg, PA 17050 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lines Application | State College | PA | 10/2016 | 05/2017 |
| Nittany Notes | State College | PA | 01/2016 | 05/2019 |
| Deloitte Llc | Camp Hill | PA | 05/2017 | 08/2017 |
| Penn State University | State College | PA | 09/2018 | 12/2018 |
| J.P. Morgan Chase & Co. | Newark | DE | 06/2018 | 08/2018 |
| J.P. Morgan Chase & Co. | Newark | DE | 07/2019 | 10/2021 |
| Members 1St Credit Union | Carlisle | PA | 10/2021 | Present |
| Penn State University | State College | PA | 06/2015 | 05/2019 |
| Lpl Financial Llc | Carlisle | PA | 11/2021 | Present |
1) 02/24/2022 - Members 1st FCU - DBA: Members 1st Investment Services & Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 10/18/2021 - 0 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-21 |
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