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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-11-14 |
Branch Locations
1000 Pittsford Victor Road Suite 2E, Pittsford, NY 14534 • 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 |
|---|---|---|---|---|
| Pfs Investments Inc. | Rochester | NY | 11/2007 | 08/2018 |
| Primerica Financial Services | Rochester | NY | 05/2004 | 08/2018 |
| Axa Advisors, Llc | New York | NY | 08/2018 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 08/2018 | 03/2022 |
| The Prudential Insurance Company Of America | Pittsford | NY | 03/2022 | Present |
| Pruco Securities, Llc | Pittsford | NY | 03/2022 | 11/2024 |
| Lpl Enterprise, Llc | Pittsford | NY | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-17 |
| S63 | Uniform Securities Agent State Law Examination | 2008-01-29 |
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