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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-07-08 |
Branch Locations
1187 Troy Schenectady Road, Latham, NY 12110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Albany | NY | 10/2020 | 08/2021 |
| J.P. Morgan Securities Llc | Albany | NY | 10/2020 | 02/2026 |
| Bank Of America | Latham | NY | 01/2018 | 10/2020 |
| Pcc Contracting | Schenectady | NY | 04/2014 | 01/2018 |
| Wells College | Aurora | NY | 08/2014 | 05/2017 |
| 17 Berkley, Llc | Cohoes | NY | 10/2020 | Present |
| Sunmark Credit Union | Latham | NY | 02/2026 | Present |
| Lpl Financial Llc | Latham | NY | 03/2026 | Present |
1. 03/2026 - 17Berkley, LLC - Real Estate Rental - Inv Related - 8 Hour(s)/Month - 0 Hour(s) During Trading - Cohoes, NY, 12047 - OBA Start Date: 08/01/2021 2. Investment products and services are offered through LPL Financial LLC using the DBA/trade name Sunmark Wealth Management - Inv Rel - At Reported Business Location (s) - Start Date : 03/2026 3. 03/2026 - Sunmark Credit Union - Financial Institution Duty - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - Latham, NY, 12110 - OBA Start Date: 03/06/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 2020-12-28 |
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