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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-02-23 |
Branch Locations
229 Washington St Suite 101, Saratoga Springs, NY 12866 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Latham | NY | 04/2018 | 02/2026 |
| Express | Albany | NY | 10/2012 | 07/2018 |
| Eddie Bauer | Saratoga Springs | NY | 05/2017 | 04/2018 |
| Lpl Financial | Saratoga | NY | 02/2026 | Present |
1. 02/2026 - Saratoga Private Wealth - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 130 Hour(s) During Trading - At Reported Business Location (s) - OBA Start Date: 2/23/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-06 |
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