Megan Burdick

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2025-07-29

NY RA
APPROVED

Since 2025-07-29

Branch Locations

5003 State Highway 30, Amsterdam, NY 12010 • United States

16 Park Ave, Clifton Park, NY 12065 • United States

7 Lowes Dr, Saratoga Springs, NY 12866 • United States

2439 Route 9, Malta, NY 12020 • United States

4 Century Hill Dr, Latham, NY 12110 • United States

262 Saratoga Rd, Schenectady, NY 12302 • United States

1744 Route 9, Clifton Park, NY 12065 • United States

4 Winners Circle, Albany, NY 12205 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Lpl Financial Llc	Albany	NY	03/2025	Present
Broadview Federal Credit Union	Albany	NY	07/2022	Present
The Brook Tavern	Saratoga Springs	NY	10/2022	Present
Saratoga's Community Federal Credit Union	Saratoga Springs	NY	09/2021	07/2022
The Saratoga Winery	Saratoga Springs	NY	09/2020	10/2022
Ballston Spa National Bank	Ballston Spa	NY	11/2020	09/2021
Kings Tavern	Saratoga Springs	NY	06/2015	09/2020
The Saratoga City Tavern	Saratoga Springs	NY	06/2015	06/2018

03/2025 → Present

Lpl Financial Llc

Albany, NY
07/2022 → Present

Broadview Federal Credit Union

Albany, NY
10/2022 → Present

The Brook Tavern

Saratoga Springs, NY
09/2021 → 07/2022

Saratoga's Community Federal Credit Union

Saratoga Springs, NY
09/2020 → 10/2022

The Saratoga Winery

Saratoga Springs, NY
11/2020 → 09/2021

Ballston Spa National Bank

Ballston Spa, NY
06/2015 → 09/2020

Kings Tavern

Saratoga Springs, NY
06/2015 → 06/2018

The Saratoga City Tavern

Saratoga Springs, NY

Other Businesses

1- 02/2025 / Broadview Wealth Management / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s) 2- 02/2025 / The Brook Tavern / Outside/W-2 Employment / Not Investment Related / 32 hrs mth / Springs NY / Start date: 11/02/2022 3- 02/2025 / Broadview Federal Credit Union / Notary / Notary / Investment Related / 10 hrs mth / 1 hr during trading / Start date: 12/04/2023 4- 02/2025 / Broadview Federal Credit Union / Financial Institution Duty / Investment Related / 80 hrs mth / 4 hrs during trading / Albany, NY / Start date: 07/13/2022

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-07-28

S66 Uniform Combined State Law Examination

2025-07-28