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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-12-05 |
Branch Locations
1100 Long Pond Rd Suite 108, Rochester, NY 14626 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rochester City School District | Rochester | NY | 10/1991 | Present |
| Muchard Financial | Rochester | NY | 02/1990 | Present |
| Invest Financial Corporation | Rochester | NY | 06/2011 | 12/2017 |
| Securities America, Inc. | Rochester | NY | 12/2017 | 06/2024 |
| Securities America Advisors | Rochester | NY | 12/2017 | 06/2024 |
| Osaic Wealth, Inc. | Rochester | NY | 06/2024 | 12/2025 |
| Osaic Wealth, Inc. | Rochester | NY | 06/2024 | 12/2025 |
| Lpl Financial Llc | Rochester | NY | 12/2025 | Present |
1) 12/2025 - Muchard Financial - Tax Prep/Accounting/CPA - Inv Rel - At Reported Business Location(s) - Start: 01/2017 - 28 Hr/Mth 2) 12/2025 - Rochester City School District - Teacher Paid by School or University - Teacher - Non-Inv Rel - Rochester, NY - Start: 09/2023 - 25 Hr/Mth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-12-05 |
| S66 | Uniform Combined State Law Examination | 1998-10-10 |
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