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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-03-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Next Level Tents | Middletown | NY | 05/2022 | 08/2024 |
| Cugino's Pizzeria | Middletown | NY | 12/2019 | 08/2023 |
| Bloomsburg University | Bloomsburg | PA | 08/2020 | 05/2024 |
| Minisink Valley High School | Slate Hill | NY | 08/2016 | 08/2020 |
| Unemployed | Middletown | NY | 09/2024 | 04/2025 |
| Equitable Advisors, Llc. | New York | NY | 04/2025 | 02/2026 |
| Mid-Hudson Valley Federal Credit Union | Kingston | NY | 02/2026 | Present |
| Lpl Financial Llc | Kingston | NY | 03/2026 | Present |
1. 03/2026 - Mid Hudson Valley Federal Credit Union - Financial Institution Duty - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - Kingston NY 12401 - OBA Start Date: 02/23/2026 2. "Investment products and services are offered through LPL Financial LLC using the DBA/trade name MHV Investment & Retirement Center- Inv Rel - At Reported Business Location (s) - Start Date : 03/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-09 |
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