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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-07-10 |
| TX | RA | APPROVED_RES | 2025-07-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed | Altoona | PA | 03/1989 | Present |
| Next Financial Group, Inc. | Hampton | VA | 08/1999 | 07/2025 |
| Lpl Financial Llc | Altoona | PA | 07/2025 | Present |
1 - 07/2025 - Insurance Sales - Non-Variable Insurance - Inv Related - 2 Hours/Month - 2 Hours During Trading - Altoona, PA - OBA Start Date: 03/13/2004. 2 - 07/2025 - Notary - Inv Related - 2 Hours/Month - 2 Hours During Trading - Altoona, PA - OBA Start Date: 04/17/2019.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 1985-07-11 |
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