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30 W. Broad Unit 2, Rochester, NY 14614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-10-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Rochester | NY | 07/2010 | 10/2023 |
| Esl Investment Services Llc | Rochester | NY | 07/2010 | 10/2023 |
| Boyd Capital Management Llc | Rochester | NY | 10/2023 | Present |
1. 10/09/2023 - KAFL Insurance Resources - Investment Related - 800 Linden Ave, Rochester, NY 14625 - Non-Variable Insurance - Started 10/09/2023 - 20 Hours Per Month/1 Hours During Securities Trading - Life, Disability, Long Term Care, Fixed Annuities. 2. 3/12/2021 - No Business Name - Investment Related - Kent, NY 14477 - Real Estate Rental - Start Date: 3/26/2021 - 5 Hours Per Month/0 Hours During Securities Trading - Airbnb occasionally when not using seasonal cottage.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-10-25 |
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