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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-11-14 |
Branch Locations
North Syracuse, NY • United States
7854 Oswego Road Suite 202, Liverpool, NY 13090 • United States
500 Plum St Ste 301, Syracuse, NY 13204 • United States
1200 Scottsville Road Suite 470B, Rochester, NY 14624 • 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 |
|---|---|---|---|---|
| Pruco Securities Llc | Liverpool | NY | 09/2013 | 03/2017 |
| The Prudential Insurance Company Of America | Liverpool | NY | 09/2013 | 03/2017 |
| Allstate Insurance Company | Liverpool | NY | 04/2017 | 10/2019 |
| Pruco Securities, Llc. | Cicero | NY | 10/2019 | 11/2024 |
| Prudential Insurance Company Of America | Cicero | NY | 10/2019 | Present |
| Lpl Enterprise, Llc | Liverpool | NY | 11/2024 | Present |
1) 10/10/2024 - Acropolis Insurance Agency - I am a producing Property & Casuality agent - Property and Casualty - Inv Related - At Rochester, NY - Start Date 08/01/2024 - 40hrs/mth - 10hrs/mth During Trading 2) 10/10/2024 - AllDay Benefits - It is a voluntary benefit company that solicits voluntary benefits to companies - Non-Variable Insurance - Non Inv Related - At Rochester, NY - Start Date 11/01/2022 - 10hrs/mth - 5hrs/mth During Trading 3) 10/10/2024 - Integrated Financial Group - I am a Financial Advisor practicing under the DBA of Integrated Financial Group - DBA for LPL Business (entity for LPL business) - Inv Related - At Rochester, NY - Start Date 01/01/2020 - 160hrs/mth - 130hrs/mth During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-09-01 |
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