Best Investors Account Sign in
Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-11-12
  • NY RA
    APPROVED
    Since 2025-11-12

Branch Locations

2537 Rt-52 Heritage Exe Ste Bldg 3 Ste 1, Hopewell Junction, NY 12533 • United States

45 Knollwood Rd Ste 101, Elmsford, NY 10523 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Invest Financial Corp. Tampa FL 02/2016 02/2018
Lpl Financial Llc Fishkill NY 02/2018 09/2019
Park Avenue Securities Tarrytown NY 11/2021 11/2025
Guardian Life Insurance Company Tarrytown NY 03/2014 11/2025
Lpl Financial Hopewell Junction NY 11/2025 Present
  • 02/2016 → 02/2018
    Invest Financial Corp.
    Tampa, FL
  • 02/2018 → 09/2019
    Fishkill, NY
  • 11/2021 → 11/2025
    Park Avenue Securities
    Tarrytown, NY
  • 03/2014 → 11/2025
    Guardian Life Insurance Company
    Tarrytown, NY
  • 11/2025 → Present
    Lpl Financial
    Hopewell Junction, NY
Previous Registrations
  • 2022-05-25 → 2025-11-19
    Tarrytown, NY
  • 2014-03-24 → 2015-11-03
    National Planning Corporation
    Mahopac, NY
    Red Hook, NY
Other Businesses

1) 11/05/2025 - First Women's Wealth LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) 2) 11/05/2025 - Women First Financial - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 10/28/2025 - 100 hours per month/ 25 hours during trading 3) 11/05/2025 - Finding Common Ground, LLC - Family & Divorce Mediation, Transitioning, Education- Non-Inv Related - Wappingers Fall, NY - Start: 12/2023 - 40 Hr/Mth 4) 04/01/2026 - CPC WEALTH MANAGEMENT - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 04/01/2026 - 10 hours per month/ during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-13
S65 Uniform Investment Adviser Law Examination 2008-05-08
S63 Uniform Securities Agent State Law Examination 2003-11-24
  • S66 Uniform Combined State Law Examination
    2022-05-13
  • S65 Uniform Investment Adviser Law Examination
    2008-05-08
  • S63 Uniform Securities Agent State Law Examination
    2003-11-24
Other Names
  • Lynn Meredith Skillman
  • Lynn Meredith Braban
  • Lynn Meredith Braban

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Hopewell Junction, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor