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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 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Pittsford | NY | 03/1994 | 09/2019 |
| Lpl Financial Llc | Pittsford | NY | 10/2019 | Present |
1) 09/24/2019 - Canal View Financial Advisors - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 07/2015 - 160 hr/mth 2) 04/16/2024 - Andrew G Cole Testamentary Trust - Non-Inv Related - Pittsford, NY - Act in a Fiduciary Capacity - Started: 3/26/2024 - 3 Hrs/Mo; 1 Hr During Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-05-31 |
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