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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-06-09 |
Branch Locations
500 Plum St Ste 301, Syracuse, NY 13204 • United States
Mechanicville, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kkmb Financial | Mechanicville | NY | 12/2017 | Present |
| Invest Financial Corp | Mechanicville | NY | 11/2013 | 12/2017 |
| Securities America, Inc. | Mechanicville | NY | 12/2017 | 06/2024 |
| Securities America Advisors | Mechanicville | NY | 12/2017 | 06/2024 |
| Kkmb | Mechanicville | NY | 12/1997 | 12/2017 |
| Saratoga County Board Of Elections | Ballston Spa | NY | 01/2007 | 12/2024 |
| Osaic Wealth, Inc. | Mechanicville | NY | 06/2024 | 06/2025 |
1. 02/28/2025 - KKMB Financial - DBA for LPL Business (entity for LPL business) - INV REL - Mechanicville, NY - Start Date 06/01/2014 - 20 HRS/MO 2. 06/03/2025 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - INV REL - Mechanicville, NY - Start Date 02/21/2025 - 160 HRS/MO 3. 02/28/2025 - N/A - Non-variable Insurance - Non-Variable Insurance/Insurance Agency - INV REL - Mechanicville, NY - Start Date 02/21/2025 - 160 HRS/MO 4. 06/03/2025 - Levy Concessions - Outside/W-2 Employment - NOT INV REL - Mechanicville, NY - Start Date 07/02/2007 - 15 HRS/MO
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-07-19 |
| S63 | Uniform Securities Agent State Law Examination | 1987-02-07 |
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