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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-04 |
Branch Locations
584 Ny Route 31, Bridgeport, NY 13030 • United States
201 North Main Street, North Syracuse, NY 13212 • United States
7799 Oswego Road, Liverpool, NY 13090 • United States
925 State Fair Boulevard, Syracuse, NY 13209 • United States
35 Oswego Street, Baldwinsville, NY 13027 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Seneca Federal Savings & Loan Association | Baldwinsville | NY | 05/2016 | Present |
| Cetera Investment Advisers Llc | Baldwinsville | NY | 05/2016 | 05/2021 |
| Cetera Investment Services Llc | St.CLoud | MN | 05/2016 | 05/2021 |
| Lpl Financial Llc | Baldwinsville | NY | 05/2021 | Present |
1) 05/25/2021 - Financial Quest - DBA for LPL Business (entity for LPL business) - Inv Rev - At Reported Business Location(s) - Start: 05/2021 - 160 Hr/Mth 2) 10/17/2023 - Financial Quest Retirement Plan Services - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 10/11/2023 - 40 Hours Per Month/ During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 1992-09-01 |
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