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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-02-23
  • PA RA
    APPROVED
    Since 2026-02-23

Branch Locations

1510 Dewey Ave, Williamsport, PA 17701 • United States

130 Court Street, Williamsport, PA 17701 • United States

940 High St, West Milton, PA 17886 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
First National Bank Of Pa Williamsport PA 02/2023 02/2026
Intrignia Inc. Johnstown PA 10/2019 01/2023
Cambria Regional Chamber Of Commerce Johnstown PA 07/2017 10/2019
Problem Solutions Johnstown PA 11/2016 06/2017
Skyed Juice Johnstown PA 08/2014 10/2016
Vape Vibe Llc Johnstown PA 07/2014 09/2016
Unemployed Johnstown PA 01/2023 02/2023
Cetera Investment Services Llc St Cloud MN 03/2023 02/2026
Cetera Investment Advisers Llc Williamsport PA 05/2023 02/2026
Citizens & Northern Bank Williamsport PA 02/2026 Present
Lpl Financial Llc Williamsport PA 02/2026 Present
  • 02/2023 → 02/2026
    First National Bank Of Pa
    Williamsport, PA
  • 10/2019 → 01/2023
    Intrignia Inc.
    Johnstown, PA
  • 07/2017 → 10/2019
    Cambria Regional Chamber Of Commerce
    Johnstown, PA
  • 11/2016 → 06/2017
    Problem Solutions
    Johnstown, PA
  • 08/2014 → 10/2016
    Skyed Juice
    Johnstown, PA
  • 07/2014 → 09/2016
    Vape Vibe Llc
    Johnstown, PA
  • 01/2023 → 02/2023
    Unemployed
    Johnstown, PA
  • 03/2023 → 02/2026
    Cetera Investment Services Llc
    St Cloud, MN
  • 05/2023 → 02/2026
    Williamsport, PA
  • 02/2026 → Present
    Citizens & Northern Bank
    Williamsport, PA
  • 02/2026 → Present
    Williamsport, PA
Previous Registrations
Other Businesses

1) 2026-02-23 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - C&N Investment Services - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2025-12-31 - 160hrs/mth - 8hrs/mth during trading 2) 2026-05-05 - Citizens & Northern Bank - Financial Institution Duty - N - at reported business location(s) - 2026-04-03 - 30hrs/mth - 30hrs/mth during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-01
  • S66 Uniform Combined State Law Examination
    2023-05-01

View on SEC IAPD

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