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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-01-08 |
Branch Locations
9 Park Lane, Hegins, PA 17938 • United States
3 S. Sillyman Street, Cressona, PA 17929 • 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 |
|---|---|---|---|---|
| M&T Securities, Inc. | Buffalo | NY | 10/2000 | 07/2017 |
| First National Bank Of Pa | Wyomissing | PA | 10/2017 | 06/2018 |
| Cetera Investment Services Llc | St.CLoud | MN | 11/2017 | 06/2018 |
| Cetera Investment Advisers | Wyomissing | PA | 11/2017 | 06/2018 |
| Unemplopyed | Tremont | PA | 07/2017 | 10/2017 |
| Nationwide Insurance | Cressona | PA | 06/2018 | 12/2019 |
| Nationwide Securities Llc | Columbus | OH | 06/2018 | 12/2019 |
| Lpl Financial Llc | Cressona | PA | 01/2020 | Present |
1) 01/06/2020 - Tobash Financial Solutions, LLC, - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 01/2020. 2) 3/10/2020 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Producer - Start Date: 03/10/2020 - 2 Hours Per Month/1 Hour During Securities Trading. 3) 5/11/2021 - Millennium Brokerage Group - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 6/1/2021 - 15 Hours Per Month/10 Hours During Securities Trading. 4) 11/07/2022 - Prosperity Life - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 10/14/2022 - 1 Hour Per Month/1 Hour During Securities Trading. 5) 2/14/2023 - Tobash Financial Solutions - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 12/07/2022 - 100 Hours Per Month/80 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-11-23 |
| S63 | Uniform Securities Agent State Law Examination | 1985-06-17 |
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