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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-05-15 |
Branch Locations
4 Winners Circle, Albany, NY 12205 • United States
582 Balltown Rd, Schenectady, NY 12304 • United States
388 Clinton Ave, Albany, NY 12206 • United States
43 New Scotland Ave, Albany, NY 12208 • United States
469 State St, Schenectady, NY 12305 • United States
65 Vandenburgh Ave, Troy, NY 12180 • United States
3200 Balltown Rd, Schenectady, NY 12304 • United States
1742 Union St, Schenectady, NY 12309 • United States
Schenectady, NY • United States
920 Albany, Schenectady, NY 12305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Albany | NY | 02/2026 | Present |
| Broadview Federal Credit Union | Albany | NY | 09/2018 | Present |
| Valet Park Of America | Albany | NY | 06/2016 | 10/2019 |
| Hudson Valley Community College | Troy | NY | 08/2016 | 05/2018 |
| University At Albany | Albany | NY | 08/2014 | 12/2016 |
1.02/2026 - Broadview Federal Credit Union - Notary - Investment Related - 1 Hrs/Mth - 1 Hrs During Trading - At Reported Business Location(s) - Start Date 02/03/2026 2. 02/2026 - Broadview Federal Credit Union - Financial Institution Duty - Investment Related - 10 Hrs/Mth - 10 Hrs During Trading - At Reported Business Location(s) - Start Date 02/03/2026 3. 02/12/2026 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Broadview Wealth Management - Investment Related - At Reported Business Location(s) - Start Date 02/2026 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-13 |
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