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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-11-14 |
Branch Locations
500 Plum St Ste 301, Syracuse, NY 13204 • United States
5500 Main Street Suite 219, Williamsville, NY 14221 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Conway Porter Cpa | Buffalo | NY | 10/1977 | 11/2024 |
| Princor Financial Services Corp | Williamsville | NY | 04/2013 | 11/2024 |
| The Empire Wealth Agency, Llc | Williamsville | NY | 05/2013 | 11/2024 |
| Pruco Securities, Llc | Williamsville | NY | 12/2022 | 11/2024 |
| The Prudential Insurance Company Of America | Williamsville | NY | 12/2022 | Present |
| Lpl Enterprise, Llc | Williamsville | NY | 11/2024 | Present |
1) 12/11/2024- Conway Porter, C.P.A., P.C.- Tax Prep/Accounting/CPA- Inv. related- at Williamsville, NY- start date 10/01/1997- 100hrs/mnth-100hrs during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-08-31 |
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