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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-03-01 |
Branch Locations
102 East Main St, Knoxville, PA 16928 • United States
104 Main St, Elkland, PA 16920 • United States
90 Main St # 92, Wellsboro, PA 16901 • United States
41 North Main St, Tioga, PA 16946 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens & Northern Bank | Wellsboro | PA | 07/2016 | Present |
| Cetera Investment Services Llc | St. Cloud | MN | 08/2016 | 03/2023 |
| Cetera Investment Advisors | Wellsboro | PA | 12/2016 | 03/2023 |
| Lpl Financial Llc | Wellsboro | PA | 03/2023 | Present |
1) 02/09/2023 - Mass Mutual - Non-Variable Insurance - Selling: Whole life, term, and long-term care insurance - Investment related - 3 Hours per month - Start date: 09/01/2019. 2) 02/06/2023 - C&N Investment Services - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 3) 02/06/2023 - C&N Bank - Trust Officer - Financial Institution Duty - Trust Office, Financial Consultant - Wellsboro, PA 16901 - Investment related - 80 Hours per month - Start date: 12/01/2020.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-19 |
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