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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-05-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M&T Bank | Syracuse | NY | 12/2010 | 10/2019 |
| M&T Securities | Syracuse | NY | 12/2010 | 10/2019 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 10/2019 | Present |
| Americu Credit Union | Rome | NY | 10/2019 | Present |
| Lpl Financial Llc | Liverpool | NY | 05/2022 | Present |
1) 05-18-2022 - AmericCU Credit Union - Investment Related - At Reported Business Location(s) - Financial Institution Duty - Financial Advisor - Start Date: 10/019 - 160 Hours Per Month - Time Spent: 100%. 2) 05-18-2022 - AmeriCU Investments - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-12-12 |
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