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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-06-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Fishkill | NY | 11/2020 | Present |
| Hudson Valley Credit Union | Fishkill | NY | 12/2016 | Present |
| Pizza Phil | Fishkill | NY | 06/2014 | 11/2016 |
1)11/17/2020- Wealth Management at Hudson Valley Credit Union- DBA for LPL Business (entity for LPL business)- Inv. Related- at reported business location(s)-100% 2)11/17/2020- Wealth Management at Hudson Valley Credit Union- Financial Institution Duty / Financial Service Rep III- Fishkill, NY- start date 12/6/2016- 160hrs/mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-17 |
| S63 | Uniform Securities Agent State Law Examination | 2021-03-05 |
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