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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-06-22 |
Branch Locations
341 East Market St., Leesburg, VA 20176 • United States
643 East Baltimore Street, Greencastle, PA 17225 • United States
28 Walnut Bottom Rd., Shippensburg, PA 17257 • United States
860 Norland Ave, Chambersburg, PA 17201 • United States
55 S Main St., Chambersburg, PA 17201 • United States
10 North Main St., Mercersburg, PA 17236 • United States
1798 Lincoln Way East, Chambersburg, PA 17201 • United States
13 West Main Street, Waynesboro, PA 17268 • United States
430 Stouffer Ave., Chambersburg, PA 17201 • United States
13102 Monterey Lane, Blue Ridge Summit, PA 17214 • United States
430 Stouffer Ave, Chambersburg, PA 17201 • United States
Chambersburg, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M&T Securities, Inc. | Buffalo | NY | 05/2003 | Present |
| Lpl Financial Llc | Mercersburg | PA | 06/2021 | Present |
1- 03/30/2021 - Liberty Group LLC - Real Estate Rental - Investment Related - Chambersburg, PA - Start Date 12/03/2004 - Time Spent 12% 2- 04/22/2021 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Wilmington Advisors @ M&T - Investment Related - At Reported Business Location(s) 3- 07/06/2026 - Symetra Life - Other: Advisory Board - Not Investment Related - Bellevue, WA - Start Date 07/01/2026 - 1 hour per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-01-18 |
| S63 | Uniform Securities Agent State Law Examination | 1999-05-05 |
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