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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-12-19 |
Branch Locations
99 Sheraton Dr, Ithaca, NY 14850 • United States
182 Port Watson St, Cortland, NY 13045 • United States
1959 Route 5 And 20, Waterloo, NY 13165 • United States
651 Centerville Pl, North Syracuse, NY 13212 • United States
1030 Craft Road, Ithaca, NY 14850 • United States
202 East State St, Ithaca, NY 14850 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Ithaca | NY | 05/2015 | 01/2017 |
| Tiaa-Cref Individual & Institutional Services, Llc | Ithaca | NY | 05/2015 | 01/2017 |
| Lpl Financial Llc | Ithaca | NY | 07/2023 | Present |
| Cornell University | Ithaca | NY | 03/2017 | 08/2018 |
| Unemployed | Newfiled | NY | 01/2017 | 03/2017 |
| Moseley Construction | Newfield | NY | 08/2018 | 10/2018 |
| Cfcu Community Credit Union | Ithaca | NY | 10/2018 | Present |
1) 09/2023 - CFCU Wealth Management / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) 2) 09/2023 - CFCU COMMUNITY CREDIT UNION / Notary / Inv. related / ITHACA, NY / Start date 10/07/2019 3) 01/22/2025- DBA for LPL Business (entity for LPL business)- Beginnings Investment Solutions- INV Related- At Reported Business Location(s)- Start date 05/01/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-17 |
| S65 | Uniform Investment Adviser Law Examination | 2015-09-03 |
| S63 | Uniform Securities Agent State Law Examination | 2014-10-15 |
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