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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-05-15
TX RA APPROVED_RES 2025-05-15
  • NY RA
    APPROVED
    Since 2025-05-15
  • TX RA
    APPROVED_RES
    Since 2025-05-15

Branch Locations

120 Main Street, Binghamton, NY 13905 • United States

15 East Genesee Street Suite 110, Baldwinsville, NY 13027 • United States

521 Erie Blvd West, Syracuse, NY 13204 • United States

351 North Main Street, Elmira, NY 14901 • United States

3701 Vestal Pkwy East, Vestal, NY 13790 • United States

278 Genesee Street, Chittenango, NY 13037 • United States

121 Palatine Bridge, Palatine Bridge, NY 13428 • United States

1928 Genesee St, Utica, NY 13502 • United States

760 Harry L Dr, Johnson City, NY 13790 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Nylife Securities Llc Dewitt NY 01/2015 08/2018
New York Life Insurance Co Dewitt NY 07/2014 08/2018
Holy Cross Church Dewitt NY 09/2013 11/2021
Key Bank Liverpool NY 09/2018 11/2021
Key Investment Services, Llc Syracuse NY 10/2018 11/2021
Cuso Financial Services, Lp San Diego CA 11/2021 05/2025
Empower Federal Credit Union Syracuse NY 11/2021 Present
Lpl Financial Llc Vestal NY 05/2025 Present
  • 01/2015 → 08/2018
    Nylife Securities Llc
    Dewitt, NY
  • 07/2014 → 08/2018
    New York Life Insurance Co
    Dewitt, NY
  • 09/2013 → 11/2021
    Holy Cross Church
    Dewitt, NY
  • 09/2018 → 11/2021
    Key Bank
    Liverpool, NY
  • 10/2018 → 11/2021
    Syracuse, NY
  • 11/2021 → 05/2025
    Cuso Financial Services, Lp
    San Diego, CA
  • 11/2021 → Present
    Empower Federal Credit Union
    Syracuse, NY
  • 05/2025 → Present
    Vestal, NY
Previous Registrations
  • 2021-11-29 → 2025-05-15
    Cuso Financial Services, L.P.
    Canandaigua, NY
    Syracuse, NY
    Syracuse, NY
    Endicott, NY
    Elmira, NY
    Binghampton, NY
    Binghamton, NY
    Vestal, NY
    Chittenango, NY
    Baldwinsville, NY
  • 2021-08-17 → 2021-12-03
    Syracuse, NY
    Liverpool, NY
    Brooklyn, OH
Other Businesses

1. 05/15/2025-Empower Investment Services- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 04/25/2025- 160 Hours Per Month- 160 Hours During Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-14
S63 Uniform Securities Agent State Law Examination 2015-08-04
  • S66 Uniform Combined State Law Examination
    2021-08-14
  • S63 Uniform Securities Agent State Law Examination
    2015-08-04
Other Names
  • Kevin Brady Witmer
  • Kevin Witmer

View on SEC IAPD

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