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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-03-16 |
Branch Locations
18 Division Street, Ste 305, Saratoga Springs, NY 12866 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Delaware Investments | Philadelphia | PA | 12/2011 | 03/2026 |
| Macquarie Investment Management Business Trust | Philadelphia | PA | 04/2020 | 03/2026 |
| Lpl Financial Llc | Saratoga Springs | NY | 03/2026 | Present |
1) 03/09/2026- Saratoga Financial Services - DBA for LPL Business (entity for LPL business)- Inv. Related- At reported business location(s)- 160 hrs/mth /during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 1988-11-28 |
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