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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-06 |
| CO | RA | APPROVED | 2025-03-06 |
| FL | RA | APPROVED | 2025-03-06 |
| ID | RA | APPROVED | 2025-03-06 |
| IL | RA | APPROVED | 2025-03-06 |
| MD | RA | APPROVED | 2025-03-06 |
| NJ | RA | APPROVED | 2025-03-06 |
| NY | RA | APPROVED | 2025-03-06 |
| NC | RA | APPROVED | 2025-03-06 |
| PA | RA | APPROVED | 2025-03-06 |
| SC | RA | APPROVED | 2025-03-06 |
| TX | RA | APPROVED_RES | 2025-03-06 |
| VT | RA | APPROVED | 2025-03-06 |
| VA | RA | APPROVED | 2025-03-06 |
| WV | RA | APPROVED | 2025-03-06 |
Branch Locations
40 Brinkerhoff Street, Plattsburgh, NY 12901 • United States
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 |
|---|---|---|---|---|
| The Investment Center, Inc. | Plattsburgh | NY | 06/2010 | 03/2025 |
| Ic Advisory Services Inc | Plattsburgh | NY | 06/2010 | 03/2025 |
| Lpl Financial Llc | Plattsburgh | NY | 03/2025 | Present |
1. 03/06/2025 - Donlan Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 03/10/2025 - 120 hours per month/ 100 hours during trading 2. 03/06/2025 - Rotary Club (Noon) of Plattsburgh, NY - Non-profit volunteer (not on board) - Not Investment Related - 45 Tom Miller Rd, Plattsburgh, NY 12901 - Start Date 10/04/1994 - 4 hours per month/ during trading 3. 03/06/2025 - RMSJ PROPERTIES, LLC - Real Estate Rental - Investment Related - At Reported Business Location(s) - Start Date 12/07/2009 - 2 hours per month/ 1 hour during trading 4. 03/06/2025 - Robert Donlan LLC - Real Estate Rental - Investment Related - Plattsburgh, NY - Start Date 07/02/2018 - 2 hours per month/ 1 hour during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1982-02-25 |
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