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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-01-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Evans Bank | Hamburg | NY | 07/2012 | 04/2025 |
| Lpl Financial Llc | Derby | NY | 08/2012 | 04/2025 |
| Chemung Canal Trust Company | Williamsville | NY | 05/2025 | Present |
| Lpl Financial Llc | Williamsville | NY | 01/2026 | Present |
1- 01/2026 / Chemung Canal Trust Company / Notary / Investment Related / 160 hrs mth / 160 hrs during trading / Start date: 01/06/2026 2- 01/2026 / Chemung Canal Trust Company / Financial Institution Duty / Investment Related / 160 hrs mth / 160 hrs during trading / Start date: 01/06/2026 3- 01/2026 / Investment products and services are offered through LPL Financial LLC using the DBA/trade name CFS Group Inc / Investment Related / 160 hrs mth / 160 hrs during trading / Start date: 01/06/2026
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-01-05 |
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