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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-03 |
| TX | RA | APPROVED | 2020-03-16 |
Branch Locations
300 E Washington St Apt 1011 Stam Associates, Syracuse, NY 13202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Fayetteville | NY | 06/2019 | 10/2019 |
| Lpl Financial, Llc | Fayetteville | NY | 10/2019 | Present |
| Manlius Pebble Hill School | Syracuse | NY | 08/2017 | Present |
| East Area Volunteer Emergency Services | East Syracuse | NY | 08/2018 | 09/2019 |
| Suny Upstate Medical University | Syracuse | NY | 08/2011 | 09/2019 |
| Tismart | Brewerton | NY | 12/2018 | 08/2019 |
1. 3/17/2020 - Stam Associates - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 03/16/2020 - 160 Hours Per Month During Securities Trading. 2. 10/8/2021 - Manlius Pebble Hill School - Not Investment Related - 5300 Jamesville Rd, Syracuse, NY 13214 - Outside/W-2 Employment - Head Cross Country Coach - Started 08/01/2017 - 10 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-26 |
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