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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 |
Branch Locations
1770 Central Ave, Albany, NY 12205 • United States
1828 Altamont Avenue, Schenectady, NY 12303 • United States
426 State Street, Schenectady, NY 12305 • United States
78 Main Avenue, Wynantskill, NY 12198 • United States
600 N. Greenbush Rd, Rensselaer, NY 12144 • United States
90 State Street, Albany, NY 12207 • United States
1883 Western Avenue, Albany, NY 12203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Niagara Bank | East Greenbush | NY | 11/2011 | 09/2016 |
| Lpl Financial Llc | East Greenbush | NY | 07/2014 | 09/2016 |
| Key Investment Services Llc | Albany | OH | 09/2016 | 12/2016 |
| Keybank | Rensselaer | NY | 09/2016 | 12/2018 |
| Key Investment Services Llc | Albany | NY | 12/2016 | 12/2018 |
| Pioneer Bank | Schenectady | NY | 01/2019 | Present |
| Lpl Financial Services Llc | Schenectady | NY | 01/2019 | Present |
1)01/02/2019 - PIONEER WEALTH MANAGEMENT - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 01/2019 2) 01/30/2025 - Advisors Insurance Brokers (AIB) - Investment Related -Non-Variable Insurance - Clifton Park, NY - Start Date:01/27/2025 -8 Hrs/Mth - 8 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-01-30 |
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