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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-11 |
| NY | RA | APPROVED | 2025-07-10 |
| TX | RA | APPROVED_RES | 2025-07-10 |
Branch Locations
906 Spencer Street Suite 204, Syracuse, NY 13204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Next Financial Group Inc | Syracuse | NY | 02/2014 | 07/2025 |
| Lpl Financial Llc | Syracuse | NY | 07/2025 | Present |
1- 07/2025 - Boyea Insurance Services, LLC. - Business Entity For Tax/Investment Purposes Only - Investment Related - At Reported Business Location(s) - Start Date 09/26/2022 - 30 hours per month/ during trading 2- 07/2025 - Jeffrey Boyea - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 10/01/2000 - 30 hours per month/ during trading 3- 07/2025 - Liberty Wealth Management. LLC. - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 02/03/2014 - 150 hours per month/ during trading 4- 07/2025 - Classic Fish Art, LLC - Business Owner - Not Investment Related - Home Based - Start Date 05/16/2016 - 3 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-10-25 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-29 |
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