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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-06-04 |
Branch Locations
7200 Kirkville Rd, East Syracuse, NY 13057 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
7200 Kirkville Rd, East Syracuse, NY 13057 • United States
651 Centerville Pl, North Syracuse, NY 13212 • United States
1959 Route 5 And 20, Waterloo, NY 13165 • United States
182 Port Watson St, Cortland, NY 13045 • United States
99 Sheraton Dr, Ithaca, NY 14850 • United States
1030 Craft Road, Ithaca, NY 14850 • United States
1959 Route 5 And 20, Waterloo, NY 13165 • United States
651 Centerville Place, North Syracuse, NY 13212 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Core Federal Credit Union | East Syracuse | NY | 03/2012 | 05/2022 |
| Cfcu Community Credit Union | East Syracuse | NY | 05/2022 | 03/2024 |
| Cfcu Community Credit Union | East Syracuse | NY | 03/2024 | Present |
| Lpl Financial Llc | East Syracuse | NY | 03/2024 | Present |
1)03/25/2024 - CFCU Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)03/25/2024 - Notary - State of NY - Inv Rel - Start: 05/2022 3 01/22/2025- DBA for LPL Business (entity for LPL business)- Beginnings Investment Solutions- INV Related- At Reported Business Location(s)- Start date 05/01/2025-
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 1997-05-07 |
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