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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 |
| TX | RA | APPROVED | 2015-12-14 |
Branch Locations
147 Maple Ave, Hobart, NY 13788 • United States
Route 23 & 30, Po Box B, Grande Gorge, NY 12434 • United States
Maple Ave, Po Box H, Hobart, NY 13788 • United States
34 West Main Street, Fonda, NY 12095 • United States
691 E Main Street, Colbleskill, NY 12043 • United States
271 Main Street, Schoharie, NY 12157 • United States
105 Main Street Suite 1, Sharon Springs, NY 13459 • United States
16 Main Street, Cherry Valley, NY 13320 • United States
80 Wolf Road Suite 101, Albany, NY 12205 • United States
5 New Karner Rd, Guilderland, NY 12084 • United States
305 Main Street Suite 2, Middleburgh, NY 12122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Middleburg | NY | 12/2015 | Present |
| Nbt Bank | Middleburg | NY | 12/2015 | Present |
1. 01/25/2016 - NBT-Mang Insurance Agency - INV REL - 299 Main Street, Middleburgh, NY 12122 - Non-Variable Insurance - START 01/11/2016 - 40 HOURS PER MONT DURING TRADING - Financial Consultant through NBT Bank 2. 05/02/2019 - NBT INVESTMENT SERVICES - Investment related - At reported business location(s) - DBA for LPL Business (entity for LPL business) - start date:5/2/2019 - 0 hrs/mo - 0 hrs during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-03-15 |
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