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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
531 Troy-Schenectady Road, Latham, NY 12110 • United States
90 State Street, Albany, NY 12207 • United States
843 Route 146, Clifton Park, NY 12065 • United States
1208 Route 146, Clifton Park, NY 12065 • United States
21 Second St, Troy, NY 12180 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pioneer Savings Bank | Latham | NY | 01/2015 | Present |
| Lpl Financial, Llc | Latham | NY | 02/2016 | Present |
1. 02/02/2016-PIONEER BANK/ Financial Institution Duty/ Investment Related/ TROY, NY 12180/ Start Date 01/26/2015 2. 02/02/2016-Pioneer Wealth Management/DBA for LPL Business (entity for LPL business)/ Investment Related/ At Reported Business Location(s)/ Start Date 01/26/2015 3. 11/13/2024 - Peak Lifestyle - Rep's Business - Limited Partnership - Not Investment Related - Home Based - Start Date 10/15/2024 - 20 Hours Per Month/ 0 Hours During Trading 4) 01/30/2025 - AIB-Advisors Insurance Brokers - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date:02/01/2025 - 20 Hrs/Mth - 1 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-02-16 |
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