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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-04-08 |
Branch Locations
415 Route 376, Ste. #1, Hopewell Junction, NY 12533 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chipotle Mexican Grill | Vestal | NY | 03/2013 | 09/2018 |
| Hudson Valley Credit Union | Mahopac | NY | 11/2018 | Present |
| Lpl Financial Llc | Mahopac | NY | 04/2021 | Present |
1) 4/2021- HUDSON VALLEY CREDIT UNION- Financial Institution Duty / licensed universal branch associate - Inv. Related- Mahopacm NY- start date 11/5/2018- 160hrs/mth 2) 4/2021- Notary- Inv. Related- Mahopac, NY- start date 5/28/2019- 5hrs/mth 3) 03/24/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Wealth Management at Hudson Valley Credit Union - Investment Related - At reported business location(s) - Start Date: 03/20/2025 - 32 Hrs/Mth - 32 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 2021-06-23 |
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