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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-02-16 |
| PA | RA | APPROVED | 2021-09-23 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
4000 Market St, Camp Hill, PA 17011 • United States
4000 Market St, Camp Hill, PA 17011 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services | Camp Hill | PA | 04/2017 | 09/2021 |
| Polaris Advisors | Camp Hill | PA | 08/2016 | 12/2017 |
| Shippensburg University | Shippensburg | PA | 08/2013 | 12/2017 |
| Massmutual | Camp Hill | PA | 06/2018 | 09/2021 |
| Lpl Financial Llc | Camp Hill | PA | 09/2021 | Present |
1) 9/2021- Polaris Advisors LLC- DBA for LPL Business (entity for LPL business)- Inv. related- Camp Hill, PA- start date 7/2018 2) 9/2021- Polaris Advisors LLC- Non-Variable Insurance- Agent selling Life, Health, LTC- inv. related- Camp Hill, PA- start date 7/2018
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-14 |
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