Melinda M Lenzi

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-08-03

NY RA
APPROVED

Since 2021-08-03

Branch Locations

Rochester, NY • United States

1881 Monroe Avenue, Rochester, NY 14618 • United States

3177 Latta Road Ste 10, Rochester, NY 14612 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Lpl Financial Llc	Pittsford	NY	10/2010	Present
Esl Investment Services, Llc	Pittsford	NY	09/2010	Present

10/2010 → Present

Lpl Financial Llc

Pittsford, NY
09/2010 → Present

Esl Investment Services, Llc

Pittsford, NY

Previous Registrations

2007-08-20 → 2010-09-21

M&T Securities, Inc.

East Rochester, NY

Rochester, NY

Rochester, NY

Hilton, NY

Spencerport, NY

Rochester, NY

Brockport, NY

Batavia, NY

Other Businesses

(1) 1/30/2017 - ESL Investment Services, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/27/2017 - 160 Hours Per Month/8 Hours During Securities Trading. (2) 1/17/2018 - ESL Investment Services, LLC - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 09/20/2010 - 20 Hours Per Month/1 Hour During Securities Trading - Life, Disability, Long Term Care.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2007-08-17
S63	Uniform Securities Agent State Law Examination	2006-02-25

S65 Uniform Investment Adviser Law Examination

2007-08-17
S63 Uniform Securities Agent State Law Examination

2006-02-25

Designations

Other Names

Mindi M Cromwell
Melinda M Cromwell

View on SEC IAPD