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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-12-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Albany | NY | 06/2024 | Present |
| Broadview Federal Credit Union | Albany | NY | 08/2023 | 06/2024 |
| Creasian, Llc | Albany | NY | 07/2023 | 08/2024 |
| Unemployed | Albany | NY | 01/2023 | 06/2023 |
| Stony Brook University | Stony Brook | NY | 03/2021 | 01/2023 |
| The Cheesecake Factory | Albany | NY | 12/2018 | 05/2021 |
| Hillstone Restaurant Group | Manhattan Beach | CA | 07/2018 | 12/2018 |
| Independent Content Creator | Seoul | 09/2017 | 06/2018 | |
| The Cheesecake Factory | Albany | NY | 09/2015 | 09/2017 |
| Broadview Federal Credit Union | Albany | NY | 06/2024 | Present |
1) 2024-07-12 - Client Services Representative - Financial Institution Duty - Y - at reported business location(s) - 2024-07-11 - 173hrs/mth - 32.5hrs/mth during trading 2) 2024-07-12 - Other - Notary - Notary Public (not investment related) - Y - at reported business location(s) - 2024-06-24 - hrs/mth - hrs/mth during trading 3) 2024-07-12 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Broadview Wealth Management - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2024-06-24 - hrs/mth - hrs/mth during trading 4) 2026-05-07 - Druthers Brewing Company Management LLC - Outside/W-2 Employment - N - Voorheesville NY - 2026-04-22 - 40hrs/mth - 0hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-02 |
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