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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-12-18 |
Branch Locations
5730 Commons Park Drive, East Syracuse, NY 13057 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Formlabs Inc. | Somerville | MA | 01/2015 | 08/2021 |
| Unemployed | Tully | NY | 08/2021 | 01/2022 |
| Liteboxer Technology Inc. | Hampton | NH | 01/2022 | 03/2023 |
| Unemployed | White Plains | NY | 03/2023 | 07/2024 |
| Urist Financial & Retirement Planning, Inc. | East Syracuse | NY | 07/2024 | Present |
| Lpl Financial | East Syracuse | NY | 10/2024 | Present |
1. 07/30/2025 - Urist Financial & Retirement Planning, Inc. - DBA for LPL Business (entity for LPL business) - At reported business location(s) - Inv Rel - Start date: 08/01/2025 - 10hr/mnth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-16 |
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