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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-09-30 |
| TX | RA | APPROVED | 2024-09-30 |
Branch Locations
5275 E Trindle Rd Ste 201, Mechanicsburg, PA 17050 • United States
101 S. Market Street, Selinsgrove, PA 17870 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Out Door Country Club | York | PA | 03/2019 | 08/2020 |
| Osm Worldwide | York | PA | 05/2021 | 08/2021 |
| Kampstra Wealth Managment | Gettysburg | PA | 05/2022 | 08/2022 |
| Mount Saint Marys University | Emmitsburg | MD | 08/2019 | 05/2023 |
| Jones Financial Group | Selinsgrove | PA | 05/2023 | Present |
| Lpl Financial | Mechanicsburg | PA | 04/2024 | Present |
| Unemployed | York | PA | 01/2013 | 03/2019 |
1- 04/2024 / Jones Financial Group / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mnth / 8 hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-27 |
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