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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
95 Canal Landing Blvd Suite 7, Rochester, NY 14626 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Curtis Forestry | Rochester | NY | 09/2001 | Present |
| Bankers Life Securities, Inc | Pittsford | NY | 04/2016 | 11/2019 |
| Mass Mutual Life Insurance Company | Rochester | NY | 11/2019 | 06/2021 |
| Mml Investors Services, Llc | Rochester | NY | 11/2019 | 06/2021 |
| Prudential Insurance Company Of America | Rochester | NY | 06/2021 | Present |
| Pruco Securities, Llc. | Rochester | NY | 06/2021 | 11/2024 |
| Lpl Enterprise, Llc | Rochester | NY | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 2001-10-11 |
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