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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-03 |
Branch Locations
29 Main St, New Paltz, NY 12561 • United States
137 Boardman Rd, Poughkeepsie, NY 12601 • United States
4011 Albany Post Rd. Hyde Park Mall, Hyde Park, NY 12538 • United States
101 Tillson Avenue, Highland, NY 12528 • United States
Poughkeepsie, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Key Investment Services Llc | Poughkeepsie | NY | 07/2013 | 11/2020 |
| Lpl Financial Llc | Poughkeepsie | NY | 11/2020 | Present |
1)11/2/2020- Wealth Management at Hudson Valley Credit Union- DBA for LPL Business (entity for LPL business)- Inv. Related- at reported business location(s)-100%
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-06-14 |
| S63 | Uniform Securities Agent State Law Examination | 2001-02-17 |
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