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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-07-10 |
| TX | RA | APPROVED | 2025-07-10 |
Branch Locations
1473 Erie Blvd Suite 202, Schenectady, NY 12305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Express Financial Advisors Inc. | Albany | NY | 02/1997 | 01/2022 |
| Next Financial Group, Inc | Schenectady | NY | 01/2022 | 07/2025 |
| Lpl Financial Llc | Schenectady | NY | 07/2025 | Present |
1. 07/10/2025- Kellman Barnes Financial Planning- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 01/01/2022- 160 Hours Per Month- 140 Hours During Trading 2. 07/10/2025- Kellman Barnes Wealth Management , LLC- Business Entity For Tax/Investment Purposes Only- Not INV Related- At Reported Business Location(s)- Start date 07/01/2023- 160 Hours Per Month- 140 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-03-19 |
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