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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-09-19 |
Branch Locations
311 E Fairmount Ave, Lakewood, NY 14750 • United States
768 Foote Ave, Jamestown, NY 14701 • United States
1 W 3Rd St, Jamestown, NY 14701 • United States
210 W Main Street, Falconer, NY 14733 • United States
29 S Erie St, Mayville, NY 14757 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| F&B Enterprises Dba Coach's Chatterbox | Greenhurst | NY | 07/2014 | 01/2018 |
| Northwest Bank | Lakewood | NY | 11/2017 | Present |
| Lpl Financial Llc | Lakewood | NY | 11/2018 | Present |
1. 2/11/2020 - Northwest Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 2/1/2020 - 160 Hours Per Month During Securities Trading. 2. 10/05/2023 - Northwest Bank - Financial Institution Duty - Investment Related - At Reported Business Location(s) - Start Date 11/14/2022 - 0 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-08 |
| S63 | Uniform Securities Agent State Law Examination | 2019-01-30 |
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