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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-03 |
Branch Locations
1200 Jefferson Rd Ste 300, Rochester, NY 14623 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Cochran, Cochran & Yale | Rochester | NY | 12/2007 | Present |
| Salmin, Celona, Wehrle & Flaherty, Llp | Rochester | NY | 10/2009 | Present |
| Invest Financial Corporation | Tampa | FL | 06/2011 | 11/2017 |
| Lpl Financial Llc | Rochester | NY | 02/2018 | Present |
1. 12/27/2019 - WELKER MOJSEJ & DELVECCHIO CPAS - Not Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Partner - Started 01/13/2015 - 120 Hours Per Month/100 Hours During Securities Trading. 2. 12/06/2024 - WMD Properties, LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 01/01/2024 - 0 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-10-14 |
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