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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-11-05 |
Branch Locations
1094 State Route 222, Cortland, NY 13045 • United States
185 Grant Ave, Auburn, NY 13021 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Key Investment Services Llc | Camillus | NY | 10/2015 | 02/2017 |
| Key Investment Services Llc | Syracuse | NY | 02/2017 | 10/2017 |
| Keybank | Marcellus | NY | 02/2017 | 10/2017 |
| Key Investment Services, Llc | Syracuse | NY | 10/2017 | 03/2021 |
| Pnc Investments, Llc | Chapel Hill | NC | 04/2021 | 09/2021 |
| Visions Investments, Llc | Binghamton | NY | 10/2021 | 05/2024 |
| Lpl Financial Llc | Binghamton | NY | 10/2021 | 05/2024 |
| Visions Analysis Llc | Endicott | NY | 05/2023 | 05/2024 |
| Citizens Securities Inc., | Cicero | NY | 05/2024 | 09/2024 |
| Chemung Canal Trust Company | Cortland | NY | 11/2024 | Present |
| Lpl Financial | Cortland | NY | 11/2024 | Present |
| Unemployed | Cortland | NY | 09/2024 | 10/2024 |
1) 10/2024 - cfs group / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-18 |
| S66 | Uniform Combined State Law Examination | 2012-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 2011-04-05 |
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