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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
6455 Lake Avenue Suite D, Orchard Park, NY 14127 • 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 |
|---|---|---|---|---|
| Mutual Of Omaha | Williamsville | NY | 05/2010 | 10/2016 |
| Mutual Of Omaha Investor Services, Inc | Omaha | NE | 03/2011 | 10/2016 |
| Pruco Securities, Llc. | Orchard Park | NY | 06/2017 | 11/2024 |
| Prudential Insurance Company Of America | Orchard Park | NY | 06/2017 | Present |
| Jpmurphyjr Llc | Glenwood | NY | 10/2015 | Present |
| Longevity Wealth Partners, Llc | Orchard Park | NY | 03/2022 | Present |
| Lpl Enterprise, Llc | Orchard Park | NY | 11/2024 | Present |
1) 12/09/2024- JPMURPHYJR LLC- Non-Variable Insurance- advise clients on Medicare insurance- INV Related- At Orchard Park, NY- Start date 01/01/2016- 40 HRS MTH- 25 HRS MTH During Trading 2) 12/09/2024- Longevity Wealth Partners- DBA for LPL Business (entity for LPL business)- Insurance and investment advice- INV Related- At Orchard Park, NY- Start date 01/01/2021- 40 HRS MTH- 40 HRS During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-06-21 |
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