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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-01-18 |
| NY | RA | APPROVED | 2021-08-03 |
| MA | RA | APPROVED | 2018-02-14 |
| NJ | RA | APPROVED | 2018-02-14 |
| NC | RA | APPROVED | 2018-02-14 |
| OH | RA | APPROVED | 2018-02-14 |
| PA | RA | APPROVED | 2018-02-14 |
Branch Locations
1 W Fairmount Ave, Lakewood, NY 14750 • United States
70 E Main Street, Westfield, NY 14787 • United States
1982 E Main Street, Falconer, NY 14733 • United States
8720 E Main St, Clymer, NY 14824 • United States
101 W Main Street, Sherman, NY 14781 • United States
3140 W State Rd, Allegany, NY 14706 • United States
122 Main Street, Randoplh, NY 14772 • United States
103 Main Street, Salamanca, NY 14779 • United States
25 South Main Street, Jamestown, NY 14701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corporation | Tampa | FL | 07/2012 | 02/2018 |
| Community Bank | Lakewood | NY | 07/2012 | Present |
| Lpl Financial Llc | Westfield | NY | 02/2018 | Present |
1. 02/14/2018 - COMMUNITY INVESTMENT SERVICES - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date 7/2012 - 2 Hours Per Month/2 During Securities Trading. 2. 02/14/2018 - COMMUNITY INVESTMENT SERVICES - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 3. 04/04/2025 - Nottingham Investment Services, Inc - Investment Related - DBA for LPL Business (entity for LPL business) - None - 0 Hrs/Mth - 0 Hrs During Trading - Start Date: 3/31/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-12-02 |
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