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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-08-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cadaret, Grant & Co., Inc. | Utica | NY | 05/2005 | Present |
| Jon Lovecchio Financial | Utica | NY | 01/1986 | Present |
| Mainstay Financial | Utica | NY | 01/1998 | Present |
| Simplifile Claim Service | Utica | NY | 01/1980 | Present |
| New Hartford Property Management | Utica | NY | 01/1997 | Present |
| Lpl Financial Llc | Utica | NY | 07/2023 | Present |
1) 07/24/2023 - Mainstay Financial Services - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 140 Hours per month. 2) 07/24/2023 - Notary - NEW YORK 13502 - Investment related - 1 Hour per month - Start date: 01/17/1995. 3) 07/24/2023 - NEW HARTFORD PROPERTY MANAGEMENT - Real Estate Rental - owner - NY 13492, NY 13502, NY 13501 & NY 13413 - Investment related - 5 Hours per month - Start date: 10/1/1995. 4) 07/24/2023 - JON LOVECCHIO FINANCIAL SERVICES, INC - Non-Variable Insurance Trails - health & life insurance policies - NEW YORK 13502 - Investment related - Start date: 11/2/1988.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-29 |
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