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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-12-08 |
Branch Locations
11 Marshall Rd Bldg 2 Ste 2B, Wappingers Falls, NY 12590 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 04/2024 | 03/2025 |
| Catholic Charities Community Services | New York | NY | 10/2019 | 08/2024 |
| Intel Through Action Link | Akron | OH | 05/2019 | 02/2020 |
| Ethan Allen Workforce Solutions- Laerdal Medical, Cccs | Poughkeepsie | NY | 10/2018 | 10/2019 |
| Mental Health Association Of Conneticut | Waterbury | CT | 07/2017 | 10/2018 |
| Feng Asian Bistro | Canton | CT | 06/2016 | 07/2017 |
| Banker's Life Conseco | Fishkill | NY | 03/2025 | 07/2025 |
| Hudson Valley Federal Credit Union | Wappingers Falls | NY | 07/2025 | Present |
| Lpl Financial | Wappingers Falls | NY | 12/2025 | Present |
1)11/26/2025 - Hudson Valley Federal Credit Union - Financial Institution Duty - Inv Rel - At Reported Business Location(s) - Start: 11/2025 - 80 Hr/Mth 2)12/05/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Wealth management at Hudson Valley Credit Union - Inv Rel - At Reported Business Location(s) -
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-09 |
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