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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-03 |
| NY | RA | APPROVED | 2026-03-02 |
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 |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Albany | NY | 10/2017 | 02/2018 |
| National Life Group | Latham | NY | 01/2016 | 10/2017 |
| Keybank | Schenectady | NY | 05/2018 | 05/2019 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 05/2019 | 10/2019 |
| Sunmark Fcu | Latham | NY | 05/2019 | 10/2019 |
| Key Investment Services | Cohoes | NY | 07/2018 | 05/2019 |
| The Ayco Company, L.P./Mercer Allied | Albany | NY | 02/2020 | 01/2021 |
| Unemployed | Niskayuna | NY | 02/2018 | 05/2018 |
| Pearl Insurance | Albany | NY | 11/2019 | 02/2020 |
| Goldman Sachs & Co. Llc | Cohoes | NY | 01/2021 | 02/2026 |
| Lpl Financial | Schenectady | NY | 03/2026 | Present |
1. 02/2026 - Kellman Barnes Financial Planning - DBA for LPL Business (entity for LPL business) - Investment related - At Reported Business Location(s) - 160 Hrs/Mth - 160 Hrs During Trading. - OBA start date: 3/2/2026
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 2020-02-21 |
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