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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-09-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | New Windsor | NY | 01/2020 | 12/2022 |
| New York Life Insurance Company | New Windsor | NY | 06/2019 | 12/2022 |
| Carnation Home Fashions | Newburgh | NY | 08/2001 | 12/2022 |
| Lpl Financial Llc | Newburgh | NY | 06/2024 | Present |
| Hudson Valley Credit Union | Newburgh | NY | 06/2024 | Present |
| Unemployed | New Windsor | NY | 12/2022 | 06/2024 |
1) 05/21/2024 - Wealth Management at Hudson Valley Credit Union - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 2) 05/21/2024 - HUDSON VALLEY CREDIT UNION - Financial Institution Duty - Financial services representative / licensed branch associate - NY 12550 - Investment related - 128 Hours per month - Start date: 10/16/2023. 3) 05/21/2024 - Corey's Pickles - Outside/W-2 Employment - Home based, farm run pickle business. - NY 12549 - Non investment related - 10 Hours per month - Start date: 01/01/2019. 4) 05/21/2024 - HUDSON VALLEY CREDIT UNION - Notary - NY 12550 - Investment related - 10 Hours per month - Start date: 04/02/2024.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-23 |
| S63 | Uniform Securities Agent State Law Examination | 2024-07-16 |
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