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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-05-12 |
| TX | RA | APPROVED | 2025-05-12 |
Branch Locations
2154 Fairport Nine Mile Point Rd, Fairport, NY 14450 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 02/2005 | 05/2025 |
| Crossbridge Financial | Ontario | NY | 02/2005 | 05/2024 |
| Lpl Financial Llc | Fairport | NY | 05/2025 | Present |
1) 04/2025 - Crossbridge Financial Group 401k / Trustee/ Investment Related /Rochester NY 14625 / Start date 09/11/2015 - 0 hours per month - 0% time spent 2)04/2025 - Crossbridge Financial Group LLC / Business Entity For Tax/Investment Purposes Only / Member / Non Inv Related / Rochester NY 14625 / Start date 06/01/2014 - 1 hrs per month 3)04/2025 - Pagano DiNicola Wealth Management & Strategic Tax Solutions / DBA for LPL Business (entity for LPL business) 160 hrs per month - 50% time spent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-11-14 |
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