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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-01-17 |
| PA | RA | APPROVED | 2023-01-17 |
Branch Locations
719 West Nyack Rd., #29, West Nyack, NY 10994 • United States
623 Main St, Honesdale, PA 18431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Suffern | NY | 03/2016 | Present |
1.07/15/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Calibri Financial; Investment Related; at Reported Business Location(s); Start Date 07/15/2026; 0hrs/mth; 0hrs during trading 2.07/28/2026; Calibri, Inc.; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 09/16/2019; 0hrs/mth; 0hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-11 |
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