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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-07-26 |
| NY | RA | APPROVED | 2021-06-09 |
Branch Locations
114-118 N. Tioga St, Ithaca, NY 14850 • United States
239 E. Main St., Elbridge, NY 13060 • United States
250 S. Clinton St. 4Th Floor, Syracuse, NY 13202 • United States
2109 Rts. 5 & 20 - Liberty Center Plaza, Seneca Falls, NY 13148 • United States
33 East Genesse St, Skaneateles, NY 13152 • United States
1621 South Ave, Syracuse, NY 13207 • United States
237 Grant Ave, Auburn, NY 13021 • United States
2248 N. Triphammer Rd., Ithaca, NY 14850 • United States
Skaneateles, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M&T Securities, Inc | Buffalo | NY | 03/2016 | 06/2021 |
| Lpl Financial Llc | Skaneateles | NY | 06/2021 | Present |
1. 04/29/2024 - NILOA - National Intercollegiate Officials Asoociation - Non-Inv Related - Other - Lacrosse Game Officiate - Started: 12/1/2017 - 8 Hrs/Mo; 1% of Time Spent. 2. 04/29/2024 - Wilmington Advisors @ M&T - Inv Related - At Reporeted Business Location(s) - DBA for LPL Business (entity for LPL business). 3. 04/29/2024 - CNYLOA boys Lacrosse Officiates - Non-Inv Related - Other - Game Officiate - Started: 3/1/2014 - 8 Hrs/Mo; 1% of Time Spent.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-07-11 |
| S63 | Uniform Securities Agent State Law Examination | 2004-03-11 |
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