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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-02-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nationwide Insurance | Harrisburg | PA | 01/2007 | 01/2023 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 01/2023 | 10/2024 |
| Northwestern Mutual Investment Services Llc | Mechanicsburg | PA | 02/2023 | 10/2024 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 10/2023 | 10/2024 |
| Eagle Fc Football Club | Hidden Creek Park | PA | 01/2024 | Present |
| Lpl Financial Llc | Camp Hill | PA | 10/2024 | Present |
1) 10/2024 - Polaris Advisors / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s) 2) 10/2024 - Eagle FC Football Club / Other- Coach/Fitness / Soccer Coach / Non Inv. Related / Mechanicsburg, Pennsylvania 17050 / Start date 03/04/2020 - 12 Hrs per month - 5 % Time Spent 3) 01/07/2025 - JT Dorsey Foundation - Not Investment Related - Carlisle, PA - Other - Soccer Coach - Start Date:01/05/2025 - 4 Hrs/Mth - 0 Hrs During Trading. 4) 03/17/2025 - DEVON ROBERSON - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date: 03/17/2025 - 12 Hrs/Mth - 12 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-28 |
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