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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
1030 Craft Road, Ithaca, NY 14850 • United States
1022 Ellis Hollow Rd, Ithaca, NY 14850 • United States
182 Port Watson Street, Cortland, NY 13045 • United States
1959 Route 5 And 20, Waterloo, NY 13165 • United States
99 Sheraton Dr, Ithaca, NY 14850 • United States
202 East State St, Ithaca, NY 14850 • United States
651 Centerville Pl, North Syracuse, NY 13212 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cfcu Community Credit Union | Ithaca | NY | 03/2014 | Present |
| Lpl Financial Llc | Ithaca | NY | 03/2014 | Present |
1) 3/28/14-WEALTH MANAGEMENT LOCATED AT CFCU COMMUNITY CREDIT UNION/DBA ONLY/100%/ITHACA, NY. 2) 3/27/2018 - No Business Name - Investment Related - At Reported Business Location(s) - Other-Notary Public - Started 07/06/2017 - 0 Hours Per Month. 3) 09/25/2019 - Wealth Management located at CFCU Community Credit Union - DBA:CFCU Wealth Management - Investment related - At reported business location(s) - DBA for LPL Business (entity for LPL business) - start date:10/01/2019 - 0 hrs/mo - 0 hrs during trading. 4) 11/08/2024 - Beginnings Investment Solutions - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/01/2025 - 0 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-08-14 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-07 |
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