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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-05-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kall & D'ARgenio, Cpa'S Llp | Watertown | NY | 01/2011 | 10/2017 |
| Lifemark Securities Corp. | Rochester | NY | 02/2016 | 12/2017 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 09/2019 | Present |
| Americu Credit Union | Rome | NY | 01/2016 | Present |
| Lpl Financial Llc | Watertown | NY | 05/2022 | Present |
1)05/18/2022 - AmeriCU Investments- Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2)05/18/2022 - No Business Name - Investment Related Watertown, NY 13601 - Real Estate Rental - owner - Start Date- 11/2016- 5 Hours Per Month/0 Hours During Securities Trading. 3)05/24/2022 - AmeriCu Credit Union - Investment Related - At Reported Business Location(s) - Financial Institution Duty - Member Financial Advisor - Start Date: 1/2016 - 160 Hours Per Month/160 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-04-09 |
| S63 | Uniform Securities Agent State Law Examination | 2015-05-02 |
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