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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-01-27 |
Branch Locations
100 Allens Creek Road Suite 120, Rochester, NY 14618 • 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 |
|---|---|---|---|---|
| Mass Mutual Life Insurance Company | Rochester | NY | 04/2012 | 09/2016 |
| Mml Investors Services | Rochester | NY | 04/2012 | 09/2016 |
| Pruco Securities Llc | Pittsford | NY | 09/2016 | 10/2020 |
| Prudential Insurance Company Of America | Pittsford | NY | 09/2016 | 10/2020 |
| Mml Investors Services, Llc | Rochester | NY | 11/2020 | 01/2026 |
| Mass Mutual Life Insurance Company | Rochester | NY | 10/2020 | 01/2026 |
| Lpl Financial Llc | Rochester | NY | 01/2026 | Present |
1. 01//2026 - Creekside Capital Management LLC - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 1/26/2026 2. 01/2026 - Mark Blakeney - Non-Variable Insurance - Inv Related - 05 Hour(s)/Month - 05 Hour(s) During Trading - Rochester, NY, 14618 - OBA Start Date: 1/26/2026
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-04-29 |
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