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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-04-18 |
Branch Locations
815 Canton St, Troy, PA 16947-1452 • United States
1055 West Main St, Troy, PA 16947 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Troy | PA | 08/2023 | Present |
| The Guthrie Clinic | Sayre | PA | 09/2021 | 06/2023 |
| Unemployed | Canton | PA | 05/2021 | 09/2021 |
| Lycoming College | Williamsport | PA | 08/2017 | 05/2021 |
| Good View Farm | Canton | PA | 06/2017 | 08/2017 |
| Canton High School | Canton | PA | 08/2016 | 06/2017 |
1. 08/13/2024 - Pleasant Valley Financial - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 09/01/2024 - 150 Hours Per Month/ 6 Hours During Trading 2. 10/14/2024 - Pleasant Valley Financial - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start DAte 10/01/2024 - 2 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-17 |
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