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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-03 |
| TX | RA | APPROVED_RES | 2021-04-05 |
| AZ | RA | APPROVED | 2018-02-14 |
| CA | RA | APPROVED | 2018-02-14 |
| CO | RA | APPROVED | 2018-02-14 |
| GA | RA | APPROVED | 2018-02-14 |
| MD | RA | APPROVED | 2018-02-14 |
| NJ | RA | APPROVED | 2018-02-14 |
| NC | RA | APPROVED | 2018-02-14 |
| PA | RA | APPROVED | 2018-02-14 |
Branch Locations
26 E Church St, Adams, NY 13605 • United States
216 Washington St, Watertown, NY 13601 • United States
4854 Jefferson St, Pulaski, NY 13142 • United States
205 State St, Clayton, NY 13624 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Community Bank | Watertown | NY | 06/1997 | Present |
| Invest Financial Corporation | Watertown | NY | 01/2011 | 02/2018 |
| Lpl Financial Llc | Watertown | NY | 02/2018 | Present |
1. 02/14/2018 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Community Investment Services, Inc. - Investment Related - At Reported Business Location(s) - Start Date 4/30/2009 - 160 hours per month 2. 1/23/2020 - Community Investment Services, Inc. - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 02/15/2018 - 4 Hours Per Month During Securities Trading - Licensed to sell life, accident and health insurance. 3. 03/10/2025 - Community Bank N.A. - Investment Related - At Reported Business Location(s) - Financial Institution Duty - Start Date:01/01/2020 - 5 Hrs/Mth - 5 Hrs During Trading. 4. 04/04/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Nottingham Investment Services, Inc. - Investment Related - At Reported Business Location(s) - 0 Hrs/Mth - 0 Hrs During Trading. - Start Date: 3/31/2025 5. 05/21/2026 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name North Country Wealth Partners - Investment Related - At Reported Business Location(s) - Start Date 05/01/2026 - 40 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-07-28 |
| S66 | Uniform Combined State Law Examination | 2003-10-16 |
| S63 | Uniform Securities Agent State Law Examination | 1990-09-10 |
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