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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-12-08 |
Branch Locations
250 Glen St, Glens Falls, NY 12801-3505 • United States
120 Hoosick St, Troy, NY 12180 • United States
386 Clifton Park Center Rd, Clifton Park, NY 12065 • United States
1763 Altamont Ave, Rotterdam, NY 12303 • United States
251 State St, Schenectady, NY 12305 • United States
501 New Karner Rd, Albany, NY 12205 • United States
545 Troy Schenectady Rd, Latham, NY 12110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Burnt Hills-Ballston Lake School District | Burnt Hills | NY | 03/2017 | 03/2019 |
| Merrill Lynch | Latham | NY | 03/2019 | 02/2020 |
| New York Life | Latham | NY | 10/2015 | 03/2019 |
| New York Life Securities | Latham | NY | 03/2016 | 03/2019 |
| Bank Of America | Latham | NY | 07/2019 | 02/2020 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 02/2020 | 12/2020 |
| Northwestern Mutual Investment Services Llc | Latham | NY | 02/2020 | 12/2020 |
| National Life Group | Latham | NE | 11/2020 | 12/2025 |
| Equity Services Inc | Montpelier | VT | 02/2021 | 12/2025 |
| Arrow Bank National Assoc. | Glens Fall | NY | 12/2025 | Present |
| Lpl Financial | Glens Fall | NY | 12/2025 | Present |
1) 12/08/2025 - Bryant & Stratton College - Teacher Paid by School or University - Adjunct Financial Services Instructor - Non-Inv Rel - Albany, NY - Start: 03/2025 - 35 Hr/Mth 2) 12/08/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Glens Falls National Investment Services - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 3) 12/22/2025 - Thoroughbred Advisors - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 12/18/2025 - 10 hours per month/ during trading 4) 01/02/2026 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Arrow Investment Services - Investment Related - At Reported Business Location(s) - Start Date 12/08/2025 - 120 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-16 |
| S63 | Uniform Securities Agent State Law Examination | 2016-12-01 |
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