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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-01-11 |
| NY | RA | APPROVED | 2021-07-29 |
| DC | RA | APPROVED | 2021-07-21 |
| FL | RA | APPROVED | 2021-07-21 |
Branch Locations
158 W Commercial St, East Rochester, NY 14445 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | East Rochesterport | NY | 03/2011 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Fairport | NY | 03/2011 | 07/2021 |
| Bni East End Newtworkers | Rochester | NY | 10/2017 | 10/2018 |
| Zedick Properties Llc | Fairport | NY | 03/2019 | Present |
| Peter Zedick Commercial Property For Pbo | East Rochester | NY | 06/2018 | 01/2019 |
| Lpl Financial, Llc | East Rochester | NY | 07/2021 | Present |
1. 7/29/2021 - Cambium Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 07/22/2021 - 1 Hour Per Month During Securities Trading. 2. 03/05/2025- Zedick Properties LLC- Real Estate Rental- INV Related- At Reported Business Location(s)- Start date 05/03/2019- 5 Hours Per Month- 1 Hour During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-09-03 |
| S63 | Uniform Securities Agent State Law Examination | 2011-08-03 |
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