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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-11-02 |
| PA | RA | APPROVED | 2023-11-02 |
Branch Locations
10 South Main St., Silver Creek, NY 14136-1496 • United States
76 South Erie Street, Mayville, NY 14757 • United States
737 Foote Avenue, Jamestown, NY 14701 • United States
One East Main St., Fredonia, NY 14063-1888 • United States
281 East Fairmount Avenue, Lakewood, NY 14750 • United States
Warren, PA • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Warren | PA | 09/2009 | 09/2016 |
| First Niagara Securities | Warren | PA | 09/2009 | 09/2016 |
| Key Investment Services Llc | Warren | PA | 09/2016 | 06/2017 |
| Key Investment Services, Llc | Cleveland | OH | 06/2017 | 08/2018 |
| Key Investment Services | Cleveland | OH | 08/2018 | 02/2019 |
| Nylife Securities Llc | Pittsburgh | PA | 03/2019 | 10/2023 |
| New York Life Insurance Co | Pittsburgh | PA | 03/2019 | 10/2023 |
| Eagle Strategies Llc | Warren | PA | 04/2019 | 10/2023 |
| Olewine Financial Group | Warren | PA | 04/2019 | 10/2023 |
| Lpl Financial Llc | Lakewood | NY | 11/2023 | Present |
| M&T Bank | Lakewood | NY | 10/2023 | Present |
1) 11/01/2023 - Wilmington Advisors @ M&T / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 2006-12-18 |
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