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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-07-28 |
| ME | RA | APPROVED | 2025-05-16 |
| NY | RA | APPROVED | 2024-11-12 |
Branch Locations
One Fountain Plaza 575 Main St., Buffalo, NY 14203-1495 • United States
One M&T Plaza-1St Fl., Buffalo, NY 14203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | East Amherst | NY | 09/2015 | 06/2023 |
| Key Bank | Buffalo | NY | 06/2023 | 09/2024 |
| M&T Bank | Buffalo | NY | 11/2024 | Present |
| Lpl Financial | Buffalo | NY | 11/2024 | Present |
1. 11/11/2024- Wilmington Advisors @ M&T- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s) 2. 11/11/2024- University of Buffalo- Outside/W-2 Employment- NY 14260- Non Inv Rel- 8 Hrs Per Mnth- 8 Hrs During Trading- Start Date 09/01/2022 3. 11/11/2024- Bryant & Stratton College- Outside/W-2 Employment- NY 14127- Non Inv Rel- 12 Hrs Per Mnth- Start Date 05/11/2021
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-03-29 |
| S65 | Uniform Investment Adviser Law Examination | 2003-05-21 |
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