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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-01-02 |
| WI | RA | APPROVED | 2026-01-02 |
| NC | RA | APPROVED | 2022-07-29 |
| NY | RA | APPROVED | 2021-08-03 |
| CT | RA | APPROVED | 2018-12-07 |
| VA | RA | APPROVED | 2018-02-14 |
Branch Locations
3 Lear Jet Ln Stes 200N & 201N, Latham, NY 12110 • United States
5000 Centregreen Way, Cary, NC 27513 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corp. | Latham | NY | 06/2015 | Present |
| Lpl Financial Llc | Latham | NY | 02/2018 | Present |
1) 2026-04-22 - Durham Fire Department - Outside/W-2 Employment - N - 80 - 24 - Durham NC - 2026-04-13 - Fire Fighter for Durham working 8 days a month. Majority during weekends.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-08-06 |
| S63 | Uniform Securities Agent State Law Examination | 2007-07-19 |
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