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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-10-28 |
Branch Locations
40 Lloyds Lane Rt 211, Middletown, NY 10940-3132 • United States
87 Brookside Avenue, Chester, NY 10918 • United States
4445 State Rt 42, Monticello, NY 12701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New Paltz Central School District | New Paltz | NY | 08/2005 | 05/2019 |
| True Value | New Paltz | NY | 12/2016 | 08/2017 |
| Walgreens | Highland | NY | 02/2020 | 09/2020 |
| Walgreens | New Paltz | NY | 09/2020 | 05/2021 |
| University At Albany | Albany | NY | 08/2019 | 12/2019 |
| Suny New Paltz | New Paltz | NY | 08/2021 | Present |
| Hudson Valley Credit Union | Highland | NY | 06/2021 | 06/2022 |
| Hudson Valley Credit Union | Middletown | NY | 06/2022 | Present |
| Lpl Financial | Middletown | NY | 10/2022 | Present |
1- 10/2022 / Wealth Management at Hudson Valley Credit Union / DBA for LPL Business (entity for LPL business) / Investment Related / Highland, NY 2- 10/2022 / Hudson Valley Federal Credit Union / Financial Institution Duty / Investment Related / Highland, NY 3- 10/2022 / Hudson Valley Federal Credit Union / Notary / Investment Related / Highland, NY
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-24 |
| S63 | Uniform Securities Agent State Law Examination | 2023-02-24 |
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