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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2011-10-11 |
Branch Locations
334 Budfield St Suite 155, Johnstown, PA 15904 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriserv Financial | Johnstown | PA | 01/2001 | 10/2022 |
| Lpl Financial Llc | Johnstown | PA | 10/2011 | Present |
1. 11/03/2015 * Greater Beneficial Union * Non-Variable Insurance * INV REL * AT REPORTED BUSINESS LOCATION(S) * START 10/30/2015 * 1 HRS/MO DURING SECS TRDG HRS. 2. 3/24/2017 - National Guardian Life - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 03/23/2017 - 4 Hours Per Month/1 Hour During Securities Trading - Fixed insurance. 3. 10/12/2022 - Rick Kalanish Financial Services LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 10/01/2022 - 160 Hours Per Month/160 Hours During Securities Trading 4. 11/09/2022 - Rick Kalanish Financial Services LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 10/01/2022 - 160 Hours Per Month/8 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 1986-07-18 |
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