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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2018-08-31 |
Branch Locations
105 Petroleum St, Oil City, PA 16301 • United States
7029 Us 322, Cranberry, PA 16319 • United States
200 S Center St, Grove City, PA 16127 • United States
1301 Liberty Street, Franklin, PA 16323 • United States
7029 Us 322, Cranberry, PA 16319 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hermitage | PA | 09/2017 | 08/2018 |
| At&T | Franklin | PA | 10/2003 | 04/2017 |
| Unemployed | Grove City | PA | 04/2017 | 09/2017 |
| Bank Of America, N.A. | Hermitage | PA | 02/2018 | 08/2018 |
| Lpl Financial Llc | Franklin | PA | 08/2018 | Present |
| Northwest Bank | Franklin | PA | 08/2018 | Present |
1. 2/11/2020 - Northwest Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 2/1/2020 - 160 Hours Per Month/160 Hours During Securities Trading. 2. 5/12/2020 - BSMG - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 05/01/2020 - 3 Hours Per Month During Securities Trading. 3. 5/12/2021 - Northwest Bank - Not Investment Related - At Reported Business Location(s) - Financial Institution Duty - Start Date: 5/11/2021 - 5 Hours Per Month/0 Hours During Securities Trading - Referring to bank partners.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-14 |
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