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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-04-29 |
Branch Locations
3300 Monroe Ave Suite 213, Rochester, NY 14618 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Securities, Inc. | Rochester | NY | 12/2015 | 04/2022 |
| Lpl Financial Llc | Rochester | NY | 04/2022 | Present |
1) 4/2022- Lucor Holdings, LLC- Business Entity For Tax/Investment Purposes Only- inv. related- Rochester, NY- start date 5/4/2014- 0hrs 2) 10/17/2022 - ROCHESTER WEALTH SOLUTIONS, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 04/21/2022 - 40 Hours Per Month/40 Hours During Securities Trading. 3) 10/25/2022 - CORRIGAN FAMILY, L.P. - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Start Date: 06/03/2022 - 1 Hour Per Month/0 Hours During Securities Trading. 4) 11/15/2023 - Globe Life Insurance Company of New York - Inv Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date: 10/12/2023 - 10 Hrs/Mo; 0 During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-01-04 |
| S63 | Uniform Securities Agent State Law Examination | 2000-04-14 |
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