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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-07-10 |
| TX | RA | APPROVED | 2025-07-10 |
Branch Locations
1473 Erie Blvd Suite 202, Schenectady, NY 12305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Albany | NY | 01/2006 | 09/2018 |
| Next Financial Group, Inc | Houston | TX | 09/2018 | 07/2025 |
| Lpl Financial Llc | Schenectady | NY | 07/2025 | Present |
1. 07/10/2025- Pinnacle Insurance- Non-Variable Insurance Commission Trails- INV Related- At Reported Business Location(s)- Start date 10/01/2018 2. 07/10/2025- Kellman Barnes Wealth Management, LLC- Business Entity For Tax/Investment Purposes Only- INV Related- At Reported Business Location(s)- Start date 07/01/2023- 160 Hours Per Month- 160 Hours During Trading 3. 07/10/2025-Kellman Barnes Financial Planning- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 09/10/2018- 160 Hours Per Month- 160 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-05-15 |
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