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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-11-24 |
| TX | RA | APPROVED | 2025-11-24 |
Branch Locations
229 Washington St Suite 101, Seratoga Springs, NY 12866 • United States
229 Washington St Suite 101, Saratoga Springs, NY 12866 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Saratoga Springs | NY | 10/2019 | 11/2025 |
| Unemployed | Saratoga Springs | NY | 09/2019 | 10/2019 |
| Mountainman Outdoor Supply Co | Saratoga Springs | NY | 10/2016 | 09/2019 |
| Werner Paddles | Monroe | WA | 09/2014 | 10/2016 |
| Bank Of America, N.A | Saratoga Springs | NY | 01/2020 | 11/2025 |
| Lpl Financial | Saratoga Springs | NY | 11/2025 | Present |
1. 11/2025 - Saratoga Private Wealth - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported Business Location (s) - OBA Start Date: 11/24/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-03-03 |
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