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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-06 |
| NY | RA | APPROVED | 2025-03-06 |
Branch Locations
Pinellas Park, FL • United States
40 Brinkerhoff Street, Plattsburgh, NY 12901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Investment Center, Inc. | Plattsburgh | NY | 07/2021 | 03/2025 |
| Cbna | Plattsburgh | NY | 10/2018 | 06/2021 |
| Diamond Comics | Plattsburgh | NY | 05/2016 | 10/2018 |
| Donlan Wealth Management, Llc | Plattsburgh | NY | 07/2021 | Present |
| Lpl Financial Llc | Plattsburgh | NY | 03/2025 | Present |
1. 03/06/2025- Donlan Wealth Management- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 07/10/2021- 40 Hours Per Month- 32 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-31 |
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