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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-16 |
| NY | RA | APPROVED | 2021-08-03 |
Branch Locations
953 Route 300, Newburgh, NY 12550 • United States
40 Lloyds Lane Rt 211, Middletown, NY 10940-3132 • United States
30 Hawkins Dr, Montgomery, NY 12549 • United States
Beacon, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc (Formerly: Linsco/Private Ledger) | Newburgh | NY | 07/2007 | Present |
1. 07/30/07 - HVFCU FINANCIAL SERVICES @ HUDSON VALLEY FEDERAL CREDIT UNION / DBA / 953 RT 300, NEWBURGH, NY 12550 2. 07/30/07 - NON-VARIABLE INSURANCE / 953 RT 300, NEWBURGH, NY 12550. 3. 10/5/2017 - Hudson Valley Federal Credit Union Insurance Services - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start 10/09/2017 - 10 Hours Per Month During Securities Trading - Offering Medicare Advantage Plans, Medicare Supplements, and Prescription Drug Plans. 4. 10/3/2019 - Hudson Valley Credit Union - DBA: Wealth Management at Hudson Valley Credit Union - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 10/01/2019 - 160 Hours Per Month/160 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-06-28 |
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