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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-11-28 |
Branch Locations
2024 W Henrietta Rd Ste 3F, Brighton, NY 14623 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rochester | NY | 12/2011 | 06/2017 |
| Bank Of America, N.A. | Pittsford | NY | 03/2012 | 06/2017 |
| Keybank | Penfield | NY | 08/2017 | 09/2018 |
| Key Investment Services, Llc | Rochester | NY | 08/2017 | 09/2018 |
| Key Investment Services, Llc | Rochester | NY | 09/2018 | 05/2022 |
| Key Investment Services Llc | Brooklyn | OH | 05/2022 | 11/2023 |
| Lpl Financial | Brighton | NY | 11/2023 | Present |
1) 10/2023 - Turning Point Advisors - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - 160hrs/month - 100% time spent 2) 10/2023 - Bayside Solutions Inc. - Business Entity For Tax/Investment Purposes Only - Non-inv. Related - Brighton, NY - Owner - Start Date 10/23/2023 - 160hrs/month - 100% time spent 3) 10/2023 - WNY Flash Soccer - Coach/Sports/Fitness - Non-inv. Related - Elma, NY - Head Coach - Start Date 08/01/2021 - 25hrs/month - 0% time spent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-03-23 |
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