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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-03-18 |
Branch Locations
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 |
|---|---|---|---|---|
| Foresters Financial | Newburgh | NY | 05/1994 | 06/2019 |
| Foresters Advisory Services Llc | Newburgh | NY | 09/2013 | 06/2019 |
| Bojo's | Newburgh | NY | 12/2015 | 12/2019 |
| Cetera Investment Advisers Llc | Fishkill | NY | 06/2019 | 03/2024 |
| Cetera Investment Services Llc | St. Cloud | MN | 06/2019 | 03/2024 |
| Lpl Financial Llc | Beacon | NY | 03/2024 | Present |
1- 03/2024 / Serene Capital Management and Solutions Serene / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 8 hrs during trading / At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-07-07 |
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