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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-11-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors Llc | New York | NY | 11/2022 | 08/2023 |
| Martin & Six Enterprises | Tarentum | PA | 04/2021 | 05/2023 |
| Summit School Inc | Herman | PA | 03/2022 | 05/2022 |
| Equitable Financial Life Insurance Co. | New York | NY | 11/2022 | 08/2023 |
| Cbm Heating & Air Conditioning | West Berlin | NJ | 06/2020 | 07/2020 |
| Jpmorgan Chase Bank, N.A. | Palm Harbor | FL | 08/2023 | 04/2024 |
| J.P. Morgan Securities Llc | Palm Harbor | FL | 08/2023 | 04/2024 |
| Unemployed | Morgantown | WV | 02/2016 | 05/2020 |
| Unemployed | Canonsburg | PA | 08/2020 | 03/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bridgeville | PA | 04/2024 | 11/2024 |
| Bank Of America, N.A. | Bridgeville | PA | 07/2024 | 11/2024 |
| Lpl Financial, Llc | Camp Hill | PA | 11/2024 | Present |
1) 11/2024 - Willowbranch Financial Group / DBA for LPL Business (entity for LPL business) - Investment related - Camp Hill, PA 17011/ Start date 11/18/2024 - 160 Hrs per month - 100% Time Spent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-03 |
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