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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-12-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Vails Gate | NY | 05/2015 | 11/2024 |
| Bank Of America, N.A. | Vails Gate | NY | 05/2015 | 11/2024 |
| Lpl Financial Llc | Kingston | NY | 12/2024 | Present |
| Mid-Hudson Valley Fcu | Kingston | NY | 11/2024 | Present |
1) 12/2024 - MHV Investment & Retirement Center / DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) 2) 12/2024 - Mid Hudson Valley Federal Credit Union / FinancialInstitutionDuty- RegisteredMemberServicere / Registered Member Service Representative / inv. related / Kingston NY 12401 Start date 11/18/2024 - 160 Hrs per month - 100% Time Spent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-13 |
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