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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-03-10 |
Branch Locations
Greenfield, NY • United States
120 West Ave Suite 211, Saratoga Springs, NY 12866 • United States
11 Century Hill Drive Suite 106, Latham, NY 12110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Enterprise | Syracuse | NY | 01/2025 | Present |
| The Relief Room Llc | Mechanicville | NY | 08/2018 | 01/2025 |
| Northeast Eye Center | Latham | NY | 10/2015 | 08/2018 |
1) 12/16/2025-Anchor Point Financial Advisors-Financial Advisor-DBA for LPL Business (entity for LPL business)-Inv Related-At reported business location(s)-Start date 10/16/2025-120hrs/mth-120hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-04 |
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