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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-08-06 |
| TX | RA | APPROVED_RES | 2026-08-06 |
Branch Locations
200 John James Audubon Pkwy Ste 100, Amherst, NY 14228 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Partners | Williamsville | NY | 01/2011 | 06/2018 |
| Voya Financial Advisors | Williamsville | NY | 01/2011 | 06/2018 |
| Pruco Securities Llc | Amherst | NY | 06/2018 | 12/2020 |
| Prudential Insurance Company Of America | Amherst | NY | 06/2018 | 12/2020 |
| Mml Investors Services, Llc | Amherst | NY | 05/2021 | 04/2025 |
| Mass Mutual Life Insurance Company | Amherst | NY | 05/2021 | 04/2025 |
| Unemployed | North Tonawanda | NY | 01/2021 | 05/2021 |
| Equity Services, Inc | Montpelier | VT | 05/2025 | 08/2026 |
| Lpl Financial | Amherst | NY | 08/2026 | Present |
1. 8/2026 - The Vermont Agency - Non-Variable Insurance - INV REL - 10 Hour(s)/Month – 10 Hour(s) During Trading - Buffalo NY 14228 - OBA Start date: 05/01/2025 2, 8/2026 - Odyssey Financial Group - Non-Variable Insurance - INV REL - 10 Hour(s)/Month – 10 Hour(s) During Trading - Buffalo NY 14228 - OBA Start date: 11/01/2025 3. 8/2026 - Wealth Management Group and Associates - DBA for LPL Business (entity for LPL business) - INV REL - 160 Hour(s)/Month – 160 Hour(s) During Trading - At Reported business location(s) - OBA Start date: 8/5/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-09-30 |
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