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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-07-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors Llc | New York | NY | 12/2023 | 03/2026 |
| Toucaned | Santa Cruz | CA | 09/2021 | 10/2023 |
| Delaware North | Buffalo | NY | 07/2022 | 03/2023 |
| Terakeet | Syracuse | NY | 09/2021 | 07/2022 |
| Functionone | Syracuse | NY | 03/2021 | 09/2021 |
| Little Caesars | Cortland | NY | 05/2017 | 02/2021 |
| Ithaca College | Ithaca | NY | 08/2016 | 05/2020 |
| Unemployment | Syracuse | NY | 10/2023 | 11/2023 |
| Unemployed | Syracuse | NY | 03/2026 | 07/2026 |
| Lpl Financial | Syracuse | NY | 07/2026 | Present |
| Community Bank N.A. | Syracuse | NY | 07/2026 | Present |
1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name BUSINESS NAME FROM OBQ SCREEN - Inv Rel - At Reported Business Location (s) - Start Date: 7/2026 2. 7/2026 - OneGroup Retirement Advisors - Non-Variable Insurance - INV REL - 6 Hour(s)/Month – 6 Hour(s) During Trading - Syracuse NY 13204 - OBA Start date: 07/28/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 2024-03-18 |
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