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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-03 |
| TX | RA | APPROVED_RES | 2021-04-05 |
| CT | RA | APPROVED | 2018-02-14 |
| ME | RA | APPROVED | 2018-02-14 |
| VT | RA | APPROVED | 2018-02-14 |
Branch Locations
468 State Route 3, Plattsburgh, NY 12901 • United States
9 Margaret St, Plattsburgh, NY 12901 • United States
118 Main Street, Whitehall, NY 12887 • United States
117 Montcalm St, Ticonderoga, NY 12883 • United States
178 East Main St, Chateaugay, NY 12920 • United States
864 State Route 11, Champlain, NY 12919 • United States
14230 Route 9 N, Au Sable Forks, NY 12912 • United States
524 State Route 3, Plattsburgh, NY 12901 • United States
1573 State Rte 458, St. Regis, NY 12980 • United States
320 W Main St, Malone, NY 12953 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corp. | Tampa | FL | 01/2011 | 02/2018 |
| Community Bank, Na | Plattsburgh | NY | 11/2007 | Present |
| Lpl Financial Llc | Champlain | NY | 02/2018 | Present |
1. 02/15/2018 - Community Investment Services Inc - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) 2. 02/15/2018 - Community investment Services Inc - Investment Related - At Reported Business Location(s) - Non-Variable Insurance. 3.04/04/2025 - Nottingham Investment Services, Inc. - Investment Related - DBA for LPL Business (entity for LPL business) - None - Start Date: 3/31/2025 - 0 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-03 |
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