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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-09-20 |
| PA | RA | APPROVED | 2021-06-17 |
| VA | RA | APPROVED | 2021-02-12 |
Branch Locations
108 W. Main Street, Somerset, PA 15501 • United States
15 Center St., Meyersdale, PA 15552 • United States
12806 Shank Farm Way, Hagerstown, MD 21742 • United States
1404 Eisenhower Blvd, Johnstown, PA 15904 • United States
216 Franklin St., Johnstown, PA 15901 • United States
Broadway, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Harrisonburg | VA | 06/2014 | 06/2020 |
| Raymond James Financial Services Advisors Inc. | Harrisonburg | VA | 11/2016 | 06/2020 |
| Union Bank And Trust | Harrisonburg | VA | 06/2014 | 05/2019 |
| Union Investment Services | Stuanton | VA | 01/2016 | 05/2019 |
| Atlantic Union Bank | Harrisonburg | VA | 05/2019 | 08/2020 |
| First Trust And Wealth Management | Broadway | VA | 08/2020 | 12/2020 |
| Infinex Investments, Inc. | Meriden | CT | 08/2020 | 12/2020 |
| Ameriserv Financial | Hagerstown | MD | 02/2021 | Present |
| Lpl Financial Llc | Hagerstown | MD | 02/2021 | Present |
1)2/12/2021- Ameriserv Financial Services- DBA for LPL Business (entity for LPL business)- Inv. Related- at reported business location(s)-100% 2)2/12/2021- James and Sherri Hotchkiss Rental House- Rental Property- owner- Inv. Related- Broadway, VA -start date 9/1/2004- 4hrs/mth 3)11/18/2022 - GBU - Investment Related - 216 Franklin Street Johnstown, PA 15901 - Non-Variable Insurance - Agent - Start Date - 10/24/2022 - 4 Hours Per Month/2 Hours During Securities Trading 4) 08/29/2023 - AmeriServ Trust - Not Investment Related - At Reportable Business Location - Financial Institution Duty - Start Date 08/21/2023 - 80 Hours Per Month 50 Hours During Trading 5. 10/13/2025 - National Guardian Life - Non-Variable Insurance - Investment Related - At Reportable Business Location - Start Date 10/13/2025 - 1 Hours Per Month 1 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-03-25 |
| S63 | Uniform Securities Agent State Law Examination | 1985-11-01 |
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