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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-06-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Brokerage Services, Inc. | Waverly | IA | 01/2022 | Present |
| American Heritage Fcu | New Britain | PA | 11/2021 | Present |
| Unemployed | Allentown | PA | 07/2021 | 11/2021 |
| Adp | Allentown | PA | 09/2018 | 07/2021 |
| Kistler O'BRien Fire Protection | West Chester | PA | 06/2017 | 09/2018 |
| Costco | Allentown | PA | 11/2016 | 06/2017 |
| Pedone's Deli | Emmaus | PA | 07/2016 | 11/2016 |
| Lpl Financial Llc | New Britain | PA | 05/2022 | Present |
1. 06/03/2022 - American Heritage FCU - Investment Related - At Reported Business Location(s) - Financial Institution Duty - IRC Coordinator/FC - Start Date: 11/02/2021 - 160 Hours Per Month/130 Hours During Securities Trading. 2. 06/03/2022 - American Heritage Investment & Retirement Center - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-10 |
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