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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-03-24 |
Branch Locations
40 Brinkerhoff Street, Plattsburgh, NY 12901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Plattsburg | NY | 10/2025 | Present |
| Donlan Wealth Management | Plattsburg | NY | 10/2025 | Present |
| Trust Company Of Vermont | Colchester | VT | 06/2024 | 05/2025 |
| First Trust Company | Rapid City | SD | 01/2023 | 06/2024 |
| Bergan Kdv | Rapid City | SD | 06/2020 | 01/2023 |
| Western Dakota Insurers | Rapid City | SD | 05/2018 | 06/2020 |
| National American University | Rapid City | SD | 03/2015 | 05/2018 |
| Shelburne Bank | Shelburne | VT | 01/2025 | Present |
1)11/14/2025 - Donlan Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)11/14/2025 - The Residence at Shelburne Bay - Receptionist - Shelburne, VT - Start: 01/2025 - 8 Hr/Mth 3)11/14/2025 - Daniela Fortier - Real Estate Rental - Rapid City, SD - Start: 06/2024 - 8 Hr/Mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-23 |
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