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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-04-20 |
Branch Locations
532 Lincoln Ave, Bellevue, PA 15202 • United States
1688 Route 228, Cranberry Township, PA 16066-5314 • United States
431 Washington Avenue, Bridgeville, PA 15017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | Pittsburgh | PA | 09/2022 | 03/2023 |
| Pennhills Club | Bradford | PA | 04/2022 | 08/2022 |
| Anytime Fitness | Bradford | PA | 09/2021 | 03/2022 |
| Mccourt Label | Lewis Run | PA | 06/2021 | 09/2021 |
| International Waxes | Smethport | PA | 06/2017 | 08/2017 |
| Jpmorgan Chase Bank, N.A. | Pittsburgh | PA | 04/2023 | 12/2024 |
| J.P. Morgan Securities Llc | Pittsburgh | PA | 04/2023 | 12/2024 |
| Edinboro University | Edinboro | PA | 01/2018 | 05/2021 |
| Smethport Area Junior-Senior High School | Smethport | PA | 08/2012 | 06/2017 |
| University Of Pittsburgh At Bradford | Bradford | PA | 08/2017 | 12/2017 |
| Ups | Kane | PA | 11/2019 | 12/2019 |
| Heartland Pets Inc | Erie | PA | 10/2019 | 03/2020 |
| Edinboro University | Edinboro | PA | 06/2019 | 07/2019 |
| Darden Restaurants, Inc. | Erie | PA | 02/2018 | 05/2018 |
| Tequila Cowboy | Pittsburgh | PA | 10/2024 | Present |
| Northwest Bank | Pittsburgh | PA | 12/2024 | Present |
| Lpl Financial Llc | Pittsburgh | PA | 01/2025 | Present |
| Unemployed | Bradford | PA | 12/2017 | 02/2018 |
1) 01/2025 - Northwest Investment Services / DBA for LPL Business (entity for LPL business) / Inv Related / PITTSBURGH, PA 15202 2) 02/04/2025 - Northwest Bank - Not Investment Related - At Reported Business Location(s) - Financial Institution Duty - Start Date:01/06/2025 - 10 Hrs/Mth - 1 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 2023-05-12 |
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