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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-07-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mid-Hudson Valley Federal Credit Union | Middletown | NY | 03/2017 | 02/2020 |
| Orange County Community College | Middletown | NY | 09/2018 | 05/2019 |
| Empire State Bank | Newburgh | NY | 12/2020 | 11/2021 |
| Walden Savings Bank | Montgomery | NY | 09/2022 | 01/2023 |
| Doordash | Middletown | NY | 06/2023 | 05/2024 |
| Adams Fairacre Farms | Middletown | NY | 10/2024 | 11/2025 |
| Hudson Valley Federal Credit Union | New Paltz | NY | 11/2025 | Present |
| Suny Orange | Middletown | NY | 09/2018 | 05/2020 |
| Pace University | Pleasantville | NY | 08/2020 | 12/2022 |
| Unemployed | Bloomingburg | NY | 05/2024 | 10/2024 |
| Unemployed | Bloomingburg | NY | 01/2023 | 06/2023 |
| Pine Bush High School | Pine Bush | NY | 09/2014 | 06/2018 |
| Lpl Financial | New Paltz | NY | 02/2026 | Present |
1- 01/2026 / Hudson Valley Credit Union / Financial Institution Duty / Investment Related / 80 hrs mth / 80 hrs mth during trading / New Paltz, NY / Start date: 01/15/2026 2- 01/2026 / Hudson Valley Credit Union / Notary / Notary / Investment Related / 1 hr mth / 1 hr during trading / New Paltz, NY / Start date: 01/15/2026 3- 01/2026 / Investment products and services are offered through LPL Financial LLC using the DBA/trade name Wealth Management at Hudson Valley Credit Union / Investment Related / 80 hrs mth / 80 hrs during trading / At Reported Business Location
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-15 |
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