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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-08-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Erie | PA | 03/2026 | Present |
| Wayne Elementary/Middle | Erie | PA | 01/2016 | 06/2017 |
| East Middle School | Erie | PA | 08/2017 | 06/2018 |
| Northwest Pennsylvania Collegiate Academy | Erie | PA | 08/2018 | 06/2022 |
| Ca Curtze | Erie | PA | 06/2022 | 10/2023 |
| Erie County Community College | Erie | PA | 06/2023 | 06/2025 |
| Erie County Community College | Erie | PA | 03/2024 | 10/2024 |
| Erie County Community College | Erie | PA | 10/2024 | 04/2025 |
| Ca Curtze | Erie | PA | 04/2025 | 12/2025 |
1. 03/2026 - Presque Isle Wealth Management - DBA for LPL Business (entity for LPL business) - Investment related - At Reported Business Location(s) - 160 Hrs/Mth - 160 Hrs During Trading - OBA start date: 3/26/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-25 |
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