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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
10 Kendall Way, Malta, NY 12020 • United States
142 Saratoga Avenue, Waterford, NY 12188 • United States
739 Upper Glen St, Queensbury, NY 12804 • United States
100 Mohawk Street, Cohoes, NY 12047 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pioneer Savings Bank | Malta | NY | 01/2015 | Present |
| Lpl | Malta | NY | 02/2016 | Present |
1. 02/02/2016-Pioneer Wealth Management/DBA for LPL Business (entity for LPL business) 2. 02/02/2016-Pioneer Bank/Financial Institution Duty/1. Branch Financial Professional 2. Yes 3. No/50%/10 Kendall Way, PO BOX 2187 Malta, NY 12020 3) 01/30/2025 - Advisor Insurance Brokers - Investment Related - Park, NY -Non-Variable Insurance -Start Date:01/27/2025 - 8 Hrs/Mth - 8 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-08-03 |
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