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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-08-12 |
Branch Locations
West Seneca, NY • United States
1133 6Th Ave, 35Th Floor, New York, NY 10036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert J. Ellis Financial Advisors, Llc | Orchard Park | NY | 08/2000 | 10/2020 |
| Raymond James Financial Services, Inc. | Orchard Park | NY | 10/2018 | 10/2020 |
| Raymond James Financial Services Advisors, Inc. | Orchard Park | NY | 10/2018 | 10/2020 |
| Emerge Capital Management | Buffalo | NY | 10/2020 | 12/2020 |
| Raymond James Financial Services Advisors, Inc. | Buffalo | NY | 01/2021 | 03/2023 |
| Raymond James Financial Services, Inc. | Buffalo | NY | 01/2021 | 03/2023 |
| Crux Wealth Advisors, Llc | Buffalo | NY | 01/2021 | 03/2023 |
| Raymond James Financial Services | Buffalo | NY | 05/2023 | 07/2026 |
| Raymond James Financial Services Advisors, Inc. | Buffalo | NY | 05/2023 | 07/2026 |
| Private Advisor Group, Llc | Orchard Park | NJ | 08/2016 | 11/2018 |
| Lpl Financial Llc | Orchard Park | NY | 12/2011 | 10/2018 |
| Lpl Financial Llc | New York | NY | 08/2026 | Present |
1) 7/30/26- Notary Public- Inv. Related- West Seneca, NY- start date 12/30/2017 - <1hr/mth/during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 2016-08-09 |
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