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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-10-27 |
Branch Locations
625 Panorama Trail Bldg 1 Suite 107, Rochester, NY 14625 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Fairport | NY | 12/2011 | 09/2016 |
| Various Insurance Carriers For W&R Insurance Agencies | Rochester | NY | 01/2012 | 09/2020 |
| Daystar For Medically Fragile Children | Rochester | NY | 02/2015 | 12/2017 |
| Resolve Of Greater Rochester | Fairport | NY | 06/2011 | 12/2016 |
| Legend Equities Corporation | Palm Beach Gardens | FL | 09/2016 | 01/2017 |
| Lincoln Investment | Rochester | NY | 01/2017 | 09/2020 |
| Capitol Securities Management, Inc | Rochester | NY | 09/2020 | 10/2025 |
| Lpl Financial | Rochester | NY | 10/2025 | Present |
1- 09/2025 / Kobel Financial Planning / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 160 hrs during trading / At reported business location(s) 2- 09/2025 / Loree Harpole Art / Artist/ Musician / Not Investment Related / 10 hrs mth / 0 hrs during trading / Rochester, NY / Start date: 04/10/1999
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 2011-01-10 |
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