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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 |
| NJ | RA | APPROVED | 2018-02-14 |
| NC | RA | APPROVED | 2018-02-14 |
| PA | RA | APPROVED | 2018-02-14 |
Branch Locations
245 Main St, Oneonta, NY 13820 • United States
19 Union St, Sidney, NY 13838 • United States
62 Main St., Cooperstown, NY 13326 • United States
434 Chestnut St., Oneonta, NY 13820 • United States
124 Delaware St, Walton, NY 13856 • United States
85 Sherwood Road, Delhi, NY 13753 • United States
23 Riverside Dr, Johnson City, NY 13790 • United States
4837 State Hwy 23, Norwich, NY 13815 • United States
4987 State Hwy 23 Ste 3, Oneonta, NY 13820 • United States
750-1 E Main St, Cobleskill, NY 12043 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Community Bank | Oneonta | NY | 08/2014 | Present |
| Invest Financial Corporation | Oneonta | NY | 08/2014 | 02/2018 |
| Lpl Financial Llc | Oneonta | NY | 02/2018 | Present |
1. 02/14/2018 - COMMUNITY INVESTMENT SERVICES - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 2014 - Time Spent 100%. 2. 1/23/2020 - Community Investment Services, Inc. - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 01/01/2020 - 8 Hours Per Month/2 Hours During Securities Trading. 3. 04/04/2025 -Nottingham Investment Services, Inc. - Investment Related - DBA for LPL Business (entity for LPL business) - None - Started Date 3/31/2025 - 0 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-05 |
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