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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-05-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Huntington Bank | Cranberry | PA | 10/2014 | 10/2016 |
| Citizens Bank | Coraopolis | PA | 01/2016 | 06/2019 |
| Citizens Securities, Inc. | Coraopolis | PA | 01/2017 | 06/2019 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 06/2019 | Present |
| Cuna Mutual Group | Waverly | IA | 06/2019 | Present |
| Lpl Financial Llc | Butler | PA | 05/2022 | Present |
1.05/11/2022; Investment products and services are offered through LPL Financial LLC using the DBA/trade name MEMBERS Financial Services; Investment Related; at Reported Business Location(s); Start Date ; hrs/mth; hrs during trading 2.12/17/2025; Joe Motisi; Business Owner; Not Investment Related; Coraopolis,PA; Start Date 12/08/2025; 10hrs/mth; 0hrs during trading 3.08/21/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name ARMCO FINANCIAL ADVISORS; Investment Related; at Reported Business Location(s); Start Date 08/18/2026; 120hrs/mth; 40hrs during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 2017-03-25 |
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