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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-02-13 |
Branch Locations
Route 6, Yalusing, PA 18853 • United States
12 W. Ridge Street, Lansford, PA 18232 • United States
2943 Linden Street, Bethlehem, PA 18017 • United States
101 Main St., Laceyville, PA 18623 • United States
30 S Church St., Azleton, PA 18201 • United States
98 E Tioga St., Tunkhannock, PA 18657 • United States
1250 N 1St St., Lehighton, PA 18353 • United States
1323 Grape Street, Whitehall, PA 18502 • United States
400 Airport Rd, Hazel Township, PA 18202 • United States
306 S New St, Bethlehem, PA 18015 • United States
942 Drinker Turnpike, Covington Township, PA 18444 • United States
942 Drinker Turnpike, Covington Township, PA 18444 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Santander Bank, Na | Boston | MA | 05/2015 | 09/2021 |
| Santander Securities, Llc | Dorchester | MA | 04/2018 | 09/2021 |
| Valley National Investments, Inc. | Bethlehem | PA | 09/2021 | 01/2023 |
| Infinex Investments, Inc. | Meriden | CT | 01/2023 | 01/2025 |
| First Keystone Bank | Stroudsburg | PA | 01/2023 | 01/2025 |
| Lpl Financial | Covington Township | PA | 02/2025 | Present |
| Community Bank | Covington Township | PA | 01/2025 | Present |
1. 02/09/2025- Eastern Monroe Public Library- Notary- PA 18360- .01 Hrs Per Mnth- Start Date 01/01/2024 2. 02/12/2025- COMMUNITY INVESTMENT SERVICES- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-11 |
| S63 | Uniform Securities Agent State Law Examination | 2018-07-02 |
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