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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2013-03-04 |
Branch Locations
700 Regis Ave, Pittsburgh, PA 15236 • United States
6011 Baptist Rd Ste 200, Pittsburgh, PA 15236 • United States
4313 Walnut Street, Suite 228, Mckeesport, PA 15132 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Century Heritage Federal Credit Union | Pittsburgh | PA | 04/2006 | Present |
| Lpl Financial Llc | Pittsburgh | PA | 02/2013 | Present |
(1) 2/28/13-DBA ONLY/CENTURY HERITAGE FINANCIAL ADVISORS/100%/PITTSBURGH,PA (2) 07/10/2013 - NON-VARIABLE INSURANCE - FIXED, NON VARIALBLE INCURANCE OUTSIDE LPL - 10% OF TIME SPENT - PITTSBURGH, PA (3) 05/15/2014 - CENTURY HERITAGE FEDERAL CREDIT UNION - BANK DUTIES - ASSIST CENTURY HERITAGE FEDERAL CREDIT UNION WITH MARKETING INITIATIVES - 15% OF TIME SPENT - PITTSBURGH, PA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 1987-01-05 |
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