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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-05-08 |
Branch Locations
3 Lear Jet Ln Stes 200N & 201N, Latham, NY 12110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fort Ann Central High School | Fort Ann | NY | 01/2015 | 05/2020 |
| Streaking Moose Bbq | Queensbury | NY | 05/2021 | 09/2022 |
| Sunyoneonta College | Oneonta | NY | 09/2020 | 05/2023 |
| Cooper's Cave Ale Company | Glens Falls | NY | 06/2023 | 09/2023 |
| Suny Oneonta Career Development Center | Oneonta | NY | 10/2023 | 01/2024 |
| Pachira Wealth Management | Latham | NY | 01/2024 | Present |
| Unemployed | Fort Ann | NY | 05/2020 | 08/2020 |
| Lpl Financial Llc | Latham | NY | 02/2024 | Present |
1)01/29/2025 - Pachira Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)01/29/2025 - Gretchen Meyer Financial - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-05 |
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