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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-02-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 11/2021 | 09/2023 |
| Brandyourself | Lancaster | PA | 07/2018 | 04/2020 |
| Millersville Catering Department | Millersville | PA | 08/2014 | 12/2016 |
| Millersville University | Millersville | PA | 08/2012 | 12/2016 |
| The Wireless Experience | Lancaster | PA | 07/2021 | 10/2021 |
| Unemployed | Lancaster | PA | 12/2016 | 11/2018 |
| Mental Health America Lancaster | Lancaster | PA | 08/2016 | 12/2016 |
| Unemployed | Lancaster | AZ | 05/2020 | 07/2021 |
| Member 1St Credit Union | Lancaster | PA | 09/2025 | Present |
| Lpl Financial Llc | Lancaster | PA | 09/2025 | Present |
| Unemployed | Lancaster | PA | 09/2023 | 12/2024 |
| Hr Block | Lancaster | PA | 12/2024 | 04/2025 |
| Unemployed | Lancaster | PA | 04/2025 | 09/2025 |
1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name Members 1st Investment Services & Wealth Management - Investment Related - At Reported Business Location (s) - Start Date: 09/2025 2. 09/2025 - MEMBERS 1ST FEDERAL CU - Financial Institution Duty - Investment Related - 160 Hour(s)/Month - 130 Hour(s) During Trading - Lancaster , PA, 17601 - OBA Start Date: 09/15/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 2022-01-10 |
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