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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-11-21 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Kingston | NY | 05/2022 | Present |
| Frank Loughlin State Farm | Catskill | NY | 11/2019 | 02/2022 |
| Spectrum Communications | Kingston | NY | 08/2017 | 11/2019 |
| Cuna Mutual | Kingston | NY | 02/2022 | 05/2022 |
| Slices Of Saugerties | Saugerties | NY | 11/2015 | 08/2017 |
| Mid-Hudson Hudson Valley Fcu | Kingston | NY | 05/2022 | Present |
1. 06/27/2024 - MHV Investment & Retirement Center - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 06/27/2024 - Mid-Hudson Valley Investment and Retirement Center - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 2025-08-28 |
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