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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-09-21 |
| CT | RA | APPROVED | 2023-04-28 |
| TX | RA | APPROVED | 2023-04-28 |
Branch Locations
45 Knollwood Rd Ste 101, Elmsford, NY 10523 • United States
Stamford, CT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Inc | White Plains | NY | 09/2016 | 04/2023 |
| Unemployed | Stamford | CT | 03/2011 | 09/2016 |
| Bank Of America, N.A. | Whtie Plains | NY | 04/2017 | 04/2023 |
| Lpl Financial | Stamford | CT | 04/2023 | Present |
1) 4/28/2023: Cresthill Advisors; At reported business location(s); DBA for LPL Business (entity for LPL business); Inv. Related; start date 4/17/2023; 160hrs/mo.; 9hrs during trading; 100% time spent. 2) 4/28/2023: Creshilll Advisors LLC; At reported business location(s); Business Entity For Tax/Investment Purposes Only; Non-inv. Related; Owner; Start Date 4/17/2023; 160hrs/mo.; 8hrs during trading; 100% time spent. 3) 9/18/2023: CPC Wealth Management; At reported business location(s); DBA for LPL Business (entity for LPL business); Inv. related; start date 8/29/2023; 160hrs/mo.; 8hrs during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-06 |
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