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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-11-25 |
Branch Locations
229 Washington St Suite 101, Saratoga Springs, NY 12866 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Albany | NY | 03/2015 | 11/2025 |
| Bank Of America, N.A. | Albany | NY | 05/2015 | 11/2025 |
| Lpl Financial | Saratoga Springs | NY | 11/2025 | Present |
1. 11/2025 - Real Estate Rental - Real Estate Rental - Investment Related - 1 Hrs/Mth - 0 Hrs During Trading - London, NH 03257 - OBA Start Date: 06/01/2020 2. 11/2025 - Real Estate Rental - Real Estate Rental - Investment Related - 1 Hrs/Mth - 0 Hrs During Trading - silver bay ny 12874 - OBA Start Date: 11/01/2023 3. 11/2025 - Real Estate Rental - Real Estate Rental - Investment Related - 3 Hrs/Mth - 0 Hrs During Trading - burdett ny 14818 - OBA Start Date: 06/01/2020 4. 11/2025 - Real Estate Rental - Real Estate Rental - Investment Related - 0 Hrs/Mth - 0 Hrs During Trading - saratoga springs ny 12207 - OBA Start Date: 03/01/2020 5. 11/2025 - Saratoga Private Wealth - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hrs/Mth - 40 Hrs During Trading - At Reported Business Location(s) - OBA Start Date: 11/25/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-30 |
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