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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-06 |
| CO | RA | APPROVED | 2025-03-06 |
| DC | RA | APPROVED | 2025-03-06 |
| FL | RA | APPROVED | 2025-03-06 |
| ID | RA | APPROVED | 2025-03-06 |
| IL | RA | APPROVED | 2025-03-06 |
| MD | RA | APPROVED | 2025-03-06 |
| MA | RA | APPROVED | 2025-03-06 |
| NJ | RA | APPROVED | 2025-03-06 |
| NY | RA | APPROVED | 2025-03-06 |
| NC | RA | APPROVED | 2025-03-06 |
| PA | RA | APPROVED | 2025-03-06 |
| SC | RA | APPROVED | 2025-03-06 |
| TX | RA | APPROVED_RES | 2025-03-06 |
| VT | RA | APPROVED | 2025-03-06 |
| VA | RA | APPROVED | 2025-03-06 |
| WV | RA | APPROVED | 2025-03-06 |
Branch Locations
40 Brinkerhoff Street, Plattsburgh, NY 12901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed | Plattsburgh | NY | 04/2011 | Present |
| The Investment Center Inc | Plattsburgh | NY | 12/2015 | 03/2025 |
| Ic Advisory Services Inc | Plattsburgh | NY | 02/2016 | 03/2025 |
| Lpl Financial Llc | Plattsburgh | NY | 03/2025 | Present |
1. 03/06/2025- Lake Forest Senior Living- Non-Profit Board Member- Not INV Related- At Plattsburgh, NY- Start date- 07/05/2022- 2 Hours Per Month- 2 Hours During Trading 2. 03/06/2025- Plattsburgh Professional Connections- Non- Profit Board Member- Not INV Related- At Plattsburgh, NY- Start date 05/12/2016- 4 Hours Per Month 3. 03/06/2025- Donlan Wealth Management- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 04/01/2021- 160 Hours Per Month- 150 Hours During Trading 4. 03/06/2025- Rotary Club of Plattsburgh- Non-profit volunteer (not on board)- Not INV Related- At Plattsburgh, NY- Start date 06/01/2011- 2 Hours Per Month- 2 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-08 |
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