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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-11-14 |
Branch Locations
3901 Washington Road Crossroads Commons Suite 205, Mcmurray, PA 15317 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Pittsburgh | PA | 06/2020 | 09/2021 |
| New York Life Insurance Co | Pittsburgh | PA | 02/2020 | 09/2021 |
| Bank Of America | Pittsburgh | PA | 07/2019 | 02/2020 |
| Merrill Lynch | Pittsburgh | PA | 04/2017 | 07/2019 |
| Bank Of America | Westerly | RI | 01/2016 | 04/2017 |
| Citizens Securities, Inc | Westwood | MA | 09/2021 | 02/2022 |
| Citizens Bank, N.A | Pittsburgh | PA | 09/2021 | 02/2022 |
| The Prudential Insurance Company Of America | Mcmurray | PA | 11/2023 | Present |
| Pruco Securities Llc | Mcmurray | PA | 11/2023 | 11/2024 |
| Pnc Private Bank | Pittsburgh | PA | 02/2022 | 11/2023 |
| Lpl Enterprise, Llc | Mcmurray | PA | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-19 |
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