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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-08-17
  • PA RA
    APPROVED
    Since 2026-08-17

Branch Locations

1813 Main St, Blakely, PA 18447 • United States

Jessup, PA • 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 Pennsylvania Clarks Summit PA 04/2018 06/2021
Mileone Automotive Group (Motorworld) Wilkes Barre PA 06/2017 04/2018
Pompey Automotive Group (Scranton Dodge) Scranton PA 12/2015 06/2017
Guardian Life Insurance Company Wilkes Barre PA 06/2021 05/2022
Park Avenue Securities Llc Wilkes Barre PA 06/2021 05/2022
Massmutual Life Insurance Co Wilkes-Barre PA 05/2022 02/2026
Mml Investors Services, Llc Wilkes-Barre PA 05/2022 02/2026
Lpl Financial Llc Blakely PA 02/2026 Present
  • 04/2018 → 06/2021
    First National Bank Of Pennsylvania
    Clarks Summit, PA
  • 06/2017 → 04/2018
    Mileone Automotive Group (Motorworld)
    Wilkes Barre, PA
  • 12/2015 → 06/2017
    Pompey Automotive Group (Scranton Dodge)
    Scranton, PA
  • 06/2021 → 05/2022
    Guardian Life Insurance Company
    Wilkes Barre, PA
  • 06/2021 → 05/2022
    Park Avenue Securities Llc
    Wilkes Barre, PA
  • 05/2022 → 02/2026
    Massmutual Life Insurance Co
    Wilkes-Barre, PA
  • 05/2022 → 02/2026
    Mml Investors Services, Llc
    Wilkes-Barre, PA
  • 02/2026 → Present
    Blakely, PA
Other Businesses

1.03/24/2026; Brian T Weber; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 12/10/2020; 15hrs/mth; 15hrs during trading 2.08/18/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Strategic Planning Associates, LLC; Investment Related; at Reported Business Location(s); Start Date 08/14/2026; 160hrs/mth; 160hrs during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-08-14
S63 Uniform Securities Agent State Law Examination 2026-03-20
  • S66 Uniform Combined State Law Examination
    2026-08-14
  • S63 Uniform Securities Agent State Law Examination
    2026-03-20

View on SEC IAPD

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