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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-09 |
| PA | RA | APPROVED | 2020-09-08 |
Branch Locations
7 Parkway Ctr Ste 1000 875 Greentree Road, Pittsburgh, PA 15220 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 02/2018 | 09/2020 |
| Shippensburg University | Shippensburg | PA | 08/2016 | 12/2016 |
| Bowser Hyundai | Beaver Falls | PA | 12/2016 | 01/2017 |
| Shippensburg University | Shippensburg | PA | 01/2017 | 05/2017 |
| Enterprise Rent-A-Car | Moon | PA | 05/2017 | 08/2017 |
| Shippensburg University | Shippensburg | PA | 08/2017 | 12/2017 |
| Bowser Hyundai | Beaver Falls | PA | 12/2017 | 02/2018 |
| Lpl Financial, Llc | Bridgeville | PA | 09/2020 | Present |
| Telhio Credit Union | Columbus | OH | 03/2021 | 12/2021 |
1. 05/03/2023 - 412 Financial LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 1/3/2022 - 160 Hours Per Month/8 Hours During Securities Trading. 2. 01/23/2024 - H2R Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 2/1/2024 - 160 Hours Per Month/8 Hours During Securities Trading. 3. 02/23/2024 - Underwriters Brokerage Services - Inv Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started: 2/23/2024 - 10 Hrs/Mo; 0 Hr During Trading. 4. 03/05/2024 - Other - Author - Not Investment Related - Home Based - Start Date 03/09/2024 - 2 Hours Per Month/ 0 Hours During Trading 5. 07/23/2024 - Inv Related - Bridgeville, PA - Real Estate Rental - Started: 7/1/2024 - 5 Hrs/Mo; 0 Hr During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-13 |
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