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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-05-20 |
| NY | RA | APPROVED | 2021-06-09 |
Branch Locations
300 Mamaroneck Avenue, Mamaroneck, NY 10543 • United States
200 Main Street, Beacon, NY 12508 • United States
67 Jackson Street, Fishkill, NY 12524 • United States
1100 Route 55, Lagrangeville, NY 12540 • United States
40 Chestnut St, Cold Springs, NY 10516 • United States
Beacon, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | Hopewell Junction | NY | 10/2008 | 04/2017 |
| Jpmorgan Securities Llc | Hopewell Junction | NY | 10/2015 | 04/2017 |
| Key Investment Services Llc | Poughkeepsie | NY | 04/2017 | 05/2018 |
| Key Investment Services Llc | Poughkeepsie | NY | 05/2018 | 11/2018 |
| Keybank | Ossining | NY | 05/2018 | 01/2019 |
| Key Investment Services Llc | Poughkeepsie | NY | 11/2018 | 01/2019 |
| M And T Securities Inc | Fishkill | NY | 02/2019 | 06/2021 |
| Lpl Financial Llc | Fishkill | NY | 06/2021 | Present |
1. 06/09/2021 - Wilmington Advisors @ M&T - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 02/09/2024 - Beacon City School District - Outside/W-2 Employment - Varsity Girls Head Soccer Coach - Not Investment Related - 101 Mattawan Rd Beacon, NY 12508 - Start Date 08/30/2021 - 20 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 2009-01-17 |
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