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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-07-10 |
Branch Locations
1473 Erie Blvd Suite 202, Schenectady, NY 12305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ayco Company, L.P./Mercer Allied | Albany | NY | 10/2018 | 01/2021 |
| Siena College | Loudonville | NY | 09/2013 | 05/2017 |
| Clarkstown Recreation And Parks | New City | NY | 06/2011 | 09/2017 |
| Greater Hudson Bank | Bardonia | NY | 09/2017 | 10/2018 |
| Adecco | Nanuet | NY | 12/2016 | 01/2017 |
| Siena College | Loudonville | NY | 10/2013 | 05/2017 |
| Goldman Sachs & Co. Llc | Cohoes | NY | 01/2021 | 02/2024 |
| Next Financial Group | Schenectady | NY | 02/2024 | 07/2025 |
| Lpl Financial Llc | Schenectady | NY | 07/2025 | Present |
1- 07/2025 - Kellman Barnes Financial Planning - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 02/05/2025 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-07-18 |
| S65 | Uniform Investment Adviser Law Examination | 2019-02-11 |
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