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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-06 |
| NY | RA | APPROVED | 2025-12-05 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
1100 Long Pond Rd Suite 108, Rochester, NY 14626 • United States
1100 Long Pond Rd Suite 108, Rochester, NY 14626 • United States
Panama City Beach, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Monroe Ii Orleans Boces | Spencerport | NY | 12/2002 | 10/2017 |
| Invest Financial Corp | Tampa | FL | 06/2011 | 11/2017 |
| Securities America, Inc. | Rochester | NY | 11/2017 | 06/2024 |
| Securities America Advisors | Rochester | NY | 11/2017 | 06/2024 |
| Muchard Financial | Rochester | NY | 02/1986 | Present |
| 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 - Rochester NY 14626 - Investment related - 28 Hrs/Mth - 28 Hrs During Trading - OBA start date: 01/01/2017
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-05-09 |
| S66 | Uniform Combined State Law Examination | 1998-09-01 |
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