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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-11-26 |
| PA | RA | APPROVED | 2024-11-26 |
Branch Locations
2009 Mackenzie Way Ste 100 Pmb 188, Cranberry Township, PA 16066 • United States
2700 Kelly Road Suite 100D, Warrington, PA 18976 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Western And Southern Life | Pittsburgh | PA | 09/2022 | 04/2023 |
| W&S Brokerage Services, Inc. | Pittsburgh | PA | 12/2022 | 04/2023 |
| Sams Club | Pittsburgh | PA | 06/2022 | Present |
| Big Lots | Pittsburgh | PA | 04/2020 | 05/2022 |
| Sears Outlet | Bridgeville | PA | 04/2016 | 04/2020 |
| Pruco Securities Llc | Canonsburg | PA | 05/2023 | 11/2023 |
| Mass Mutual | Youngstown | OH | 04/2023 | 05/2023 |
| Pruco Securities Llc | Canonsburg | PA | 07/2024 | 11/2024 |
| Ronald Lloyd Medicare Services | Steubenville | OH | 08/2023 | Present |
| Lpl Enterprise, Llc | Canonsburg | PA | 11/2024 | Present |
1) 07/02/2025-Jefferson County Board of Elections-Precinct Judge for elections-non-profit volunteer (not on board)-Not inv related-At Steubenville, OH-Start date 05/04/2021-1hrs/mth-0hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 2023-01-27 |
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