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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-06-15 |
Branch Locations
501 Gardner Road Horseheads, Horseheads, NY 14845 • United States
218 Prescott Avenue 14903, Elmira Heights, NY 14903 • 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 |
|---|---|---|---|---|
| Allstate Insurance Co | Northbrook | IL | 01/2024 | 06/2026 |
| Five Star Real Estate Services Inc. | Horseheads | NY | 04/2005 | Present |
| Allstate Financial Services, Llc | Lincoln | NE | 01/2024 | 06/2026 |
| Carl Vallely Agency | Horseheads | NY | 01/2025 | 06/2026 |
| Allstate Financial Advisors, Llc | Lincoln | NE | 02/2026 | 06/2026 |
| Lpl Financial Llc | Elmira Heights | NY | 06/2026 | Present |
| First Heritage Federal Credit Union | Elmira Heights | NY | 06/2025 | Present |
1) 6/5/26- Investment products and services are offered through LPL Financial LLC using the DBA/trade name First Heritage Financial Services - Inv. Related- at reported business location(s) 2) 6/5/26- Warren Real Estate - Mortgage/Real Estate Services / Associate Real Estate Broker - Inv. related - Elmira, NY - 32 hrs/mth - 0hrs during trading 3) 6/5/26- FIVE STAR REAL ESTATE SERVICES INC. - Business Entity For Tax/Investment Purposes Only / Sole owner/President - Inv. related- Horseheads, NY- 8hrs/mth - 0hrs during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-05 |
| S63 | Uniform Securities Agent State Law Examination | 2024-04-29 |
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