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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-07-03 |
| NY | RA | APPROVED | 2025-05-20 |
| TX | RA | APPROVED | 2025-05-12 |
| MD | RA | APPROVED | 2024-03-08 |
Branch Locations
159 N. Luzerne Ave., Baltimore, MD 21224 • United States
425 Niagara St., Buffalo, NY 14201 • United States
307 Main Street, Goshen, NY 10924 • United States
827 Highland Ave, Needham, MA 02494 • United States
3401 Eastern Ave, Baltimore, MD 21224 • United States
22 South Green St., Baltimore, MD 21201 • United States
283 Hogan Boulevard, Mill Hall, PA 17751 • United States
915 East Bishop Street, Bellefonte, PA 16823 • United States
409 North Front St., Philipsburg, PA 16866 • United States
1330 South Atherton Street, State College, PA 16801 • United States
809 Eastern Blvd., Baltimore, MD 21221 • United States
170 Jennifer Road Suite 300, Annapolis, MD 21401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M&T Bank | Baltimore | MD | 06/1998 | Present |
| M&T Securities | Buffalo | NY | 06/1998 | Present |
| Lpl Financial Llc | Baltimore | MD | 06/2021 | Present |
1) 04/26/2021 - M&T Bank - Investment Related - Financial Institution Duty - Start Date:06/28/1998 - 10 Hrs/Mth - 1 Hrs During Trading. 2) 04/26/2021 - M&T Financial Services - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) -0 Hrs/Mth - 0 Hrs During Trading. 3) 06/18/2025 - Wilmington Advisors @ M&T - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:6/18/2025 - 0 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-07 |
| S63 | Uniform Securities Agent State Law Examination | 2004-02-09 |
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