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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
1876 Niagara Falls Blvd. Suite 105, Tonawanda, NY 14150 • United States
100 College Parkway Suite 220, Williamsville, NY 14221 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Outback Steakhouse | Hamburg | NY | 11/2005 | Present |
| Mutual Of Omaha Investor Services | Williamsville | NY | 08/2012 | 03/2018 |
| Mutual Of Omaha | Williamsville | NY | 06/2012 | 03/2018 |
| Unitedhealthcare | Amherst | NY | 07/2016 | 05/2018 |
| Pruco Securities, Llc. | Amherst | NY | 05/2018 | 11/2024 |
| Prudential Insurance Company Of America | Amherst | NY | 05/2018 | Present |
| Lpl Enterprise, Llc | Williamsville | NY | 11/2024 | Present |
1) 11/14/2024 - New Buffalo Group - Medicare Sales and Service - Non-Variable Insurance - inv related - Tonawanda, NY - start date 8/01/2018 - 10 hrs/mth - 0 during trading 2) 07/08/2025-Prudential Sponsored Non-Variable Insurance-Non-Variable Insurance/Insurance Agency-Inv related-At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-01-28 |
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