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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-05-16 |
| NY | RA | APPROVED | 2024-05-09 |
Branch Locations
271 Main Street, Arcade, NY 14009 • United States
22 Mechanic St., Springville, NY 14141 • United States
6000 South Park Ave., Hamburg, NY 14075-7529 • United States
47 Washington St.., Ellicottville, NY 14731 • United States
5771 Camp Rd., Hamburg, NY 14075 • United States
Orchard Park, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade | Westminster | CO | 03/2011 | 02/2018 |
| Td Ameritrade, Inc. | Amherst | NY | 02/2018 | 12/2022 |
| Td Ameritrade Investment Management, Llc | Amherst | NY | 02/2018 | 12/2022 |
| Scottrade Investment Management | Westminster | CO | 03/2017 | 02/2018 |
| Charles Schwab & Co., Inc. | Amherst | NY | 01/2022 | 04/2024 |
| Charles Schwab Bank, Ssb | Amherst | NY | 07/2022 | 04/2024 |
| M&T Bank | Hamburg | NY | 05/2024 | Present |
| Lpl Financial Llc | Ellicottville | NY | 05/2024 | Present |
1) 09/19/2024 - Wilmington Advisors at M&T - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 05/08/2024 - 160 Hours Per Month/ 40 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-06-08 |
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