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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-07-06 |
| NY | RA | APPROVED | 2022-05-18 |
Branch Locations
1099 Morton Blvd, Kingston, NY 12401 • United States
3180 Route 9W, Saugerties, NY 12477 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mid-Hudson Valley Federal Credit Union | Kingston | NY | 09/2015 | Present |
| Cuna Brokerage Services, Inc. | Waverly | IA | 09/2015 | Present |
| Mirabella's Restaurant | Saugerties | NY | 04/2015 | Present |
| Lpl Financial Llc | Saugerties | NY | 05/2022 | Present |
1)05/18/2022 - MHV Investment & Retirement Center - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2)05/18/2022 - Mid-Hudson Valley Investment and Retirement Center - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-30 |
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