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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-02-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Niagara Bank | Walnutport | PA | 11/2011 | 09/2016 |
| Lpl Financial | Walnutport | PA | 07/2016 | 09/2016 |
| Key Investment Services Llc | Plymouth Meeting | PA | 09/2016 | 05/2020 |
| Keybank | Walnutport & Lehighton | PA | 09/2016 | 02/2024 |
| Key Investment Services Llc | Plymouth Meeting | PA | 05/2020 | 02/2024 |
| Lpl Financial Llc | Easton | PA | 02/2024 | Present |
| Fidelity Deposit & Discount Bank | Easton | PA | 02/2024 | Present |
1) 02/05/2024 - Fidelity Asset Management Services - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 2) 02/02/2024 - Fidelity Deposit & Discount Bank - Notary - PA 18040 - Investment related - Start date: 02/05/2024.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-13 |
| S63 | Uniform Securities Agent State Law Examination | 2016-12-21 |
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