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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-08-29 |
Branch Locations
231 Hill Rd, Rome, NY 13441 • United States
7474 Oswego Road, Liverpool, NY 13090 • United States
280 Genesee Street, Oneida, NY 13421 • United States
700 Bear Swamp Rd, Peru, NY 12972 • United States
871 Arsenal Street, Watertown, NY 13601 • United States
1916 Black River Blvd, Rome, NY 13440 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Americu Credit Union | Rome | NY | 05/2019 | Present |
| Northern Credit Union | Watertown | NY | 11/2016 | 09/2018 |
| Mom365 | Watertown | NY | 09/2015 | 11/2016 |
| Unemployed | Lowville | NY | 09/2018 | 05/2019 |
| Lpl Financial | Rome | NY | 01/2022 | Present |
1) 4/2023 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name AmeriCU Investments - Inv. Related - At Reported Business Location(s) 2) 4/2023 - AmeriCU Credit Union / Financial Institution Duty / Inv. Related / Rome NY / Start date 05/09/2019 - 173 Hrs per month 3) 4/2023 - Notary / Inv. Related / Lowville, NY - Start date 01/17/2017 - 0 Hrs per month 4) 05/20/2025 - AmeriCU Services LLC - Inv. Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date:05/19/2025 - 8 Hrs/Mth - 1 Hrs During Trading. 5) 03/03/2026 - AmeriCU Credit Union - Financial Institution Duty - Not Investment Related - At Reported Business Location(s) - Start Date 02/03/2026 - 170 hours per month/ 150 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-28 |
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