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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-04-28 |
| TX | RA | APPROVED | 2023-04-28 |
Branch Locations
187 E. Market St, Ste 205, Rhinebeck, NY 12572 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Financial Services | Newburgh | NY | 03/2006 | 06/2019 |
| Foresters Advisory Services Llc | Newburgh | NY | 01/2016 | 06/2019 |
| Zoe & Ana Llc | Kingston | NY | 06/2018 | 08/2024 |
| Cetera Investment Advisers Llc | Fishkill | NY | 06/2019 | 04/2023 |
| Cetera Investment Services Llc | St. Cloud | MN | 06/2019 | 04/2023 |
| Lpl Financial Llc | Rhinebeck | NY | 04/2023 | Present |
1) 04/28/2023 - Notary - Inv. related - Rhinebeck, NY - Notary - Start Date 04/19/2023 - 0hrs/month 2) 08/11/2023 - PEDROSA WEALTH MANAGEMENT, INC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 06/23/2023 - 160 Hours Per Month/ 160 Hours During Trading 3) 07/07/2025 - Rhinebeck Tax, LLC. - Not Investment Related - Tax Prep/Accounting/CPA - At Reported Business Location(s) - Start Date: 08/01/2025 - 10 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-02 |
| S63 | Uniform Securities Agent State Law Examination | 2006-04-28 |
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