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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-10-10 |
Branch Locations
2024 W Henrietta Rd Ste 3F, Brighton, NY 14623 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Key Investment Services Llc | Camillus | NY | 06/2014 | 01/2018 |
| Key Investment Services, Llc | Rochester | NY | 01/2018 | 10/2022 |
| Lpl Financial Llc | Brighton | NY | 10/2022 | Present |
1) 9/2022- Notary- inv. related- West Henrietta NY - start date 5/24/2006- 0hrs 2) 07/19/2023 - Turning Point Advisors, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 07/17/2023 - 1 Hour Per Month/ 1 Hour During Trading 3) 01/13/2025- Borrelli Enterprises LLC- DBA for LPL Business (entity for LPL business)- Investment Related - At Reported Business Location(s) - Start Date 01/01/2025- 1 hour per month/ during trading 4) 01/29/2025- Borrelli Enterprises LLC - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 01/27/2025 - 2 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-16 |
| S63 | Uniform Securities Agent State Law Examination | 2006-11-22 |
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