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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-03-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ayco Company, L.P./Mercer Allied | Latham | NY | 11/2019 | 12/2020 |
| Albany Molecular Research, Inc. | Albany | NY | 09/2017 | 12/2017 |
| 4Consulting (Kpmg) | Dallas | TX | 09/2018 | 10/2018 |
| Sunrise Systems Inc. (Ge) | Metuchen | NJ | 02/2016 | 07/2017 |
| Moreau Ny State Park Office | Moreau | NY | 08/2019 | 10/2019 |
| Unemployed | Gansevoort | NY | 11/2018 | 08/2019 |
| Unemployed | Gansevoort | NY | 01/2018 | 08/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Saratoga Springs | NY | 07/2021 | 04/2025 |
| Unemployed | Gansevoort | NY | 01/2021 | 05/2021 |
| Eclaro | New York | NY | 05/2021 | 07/2021 |
| Robert Half | Dallas | TX | 04/2018 | 09/2018 |
| Janney Montgomery Scott Llc | Saratoga Springs | NY | 04/2025 | 01/2026 |
| Lpl Financial | Latham | NY | 03/2026 | Present |
1. 03/2026 - Pachira Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 03/24/2026 2. 03/2026 - Gretchen Meyer Financial - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 03/24/2026 3. 03/2026 - EMPIRE FINANCIAL ADVISORS - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 03/24/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-12 |
| S63 | Uniform Securities Agent State Law Examination | 2001-01-27 |
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