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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-08-17 |
Branch Locations
1813 Main St, Blakely, PA 18447 • United States
Jessup, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-14 |
| S63 | Uniform Securities Agent State Law Examination | 2026-03-20 |
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