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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-06-18 |
Branch Locations
3 Lear Jet Ln Stes 200N & 201N, Latham, NY 12110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Albany | NY | 06/2013 | 01/2021 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 12/2017 | 01/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Latham | NY | 01/2021 | 01/2025 |
| Osaic Wealth, Inc. | Albany | NY | 01/2025 | 02/2025 |
| Janney Montgomery Scott Llc | Albany | NY | 06/2025 | 07/2025 |
| Janney Montgomery Scott Llc | Albany | NY | 05/2025 | 04/2026 |
| Lpl Financial | Latham | NY | 06/2026 | Present |
1. 06/2026 - Pachira Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Related – 80 Hour(s)/Month – 76 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 6/17/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 2011-11-04 |
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