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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-08-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa | Syracuse | NY | 09/2014 | 02/2019 |
| Peter Derrenbacker | E Syracuse | NY | 02/2019 | 07/2019 |
| James Shields | E Syracuse | NY | 02/2019 | 07/2019 |
| Northwestern Mutual Investment Services Llc | E Syracuse | NY | 02/2019 | 07/2019 |
| Ameriprise Financial Services Inc. | Liverpool | NY | 11/2019 | 03/2020 |
| N/A | Syracuse | NY | 08/2019 | 10/2019 |
| Ameriprise Financial Services, Llc | Liverpool | NY | 03/2020 | 08/2025 |
| M&T Bank | Auburn | NY | 08/2025 | Present |
| Lpl Financial Llc | Auburn | NY | 08/2025 | Present |
1. 08/2025 - We Make Footballers Syracuse - Business Owner - Not Investment Related - 60 Hour(s)/Month - 0 Hour(s) During Trading - Syracuse, NY 13219 - OBA Start Date: 10/15/2024 2. 08/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name M&T Financial Services - Investment Related - At Reported Business Location (s) - Start Date: 08/2025 3. 06/09/2026 - Invictus FC - Coach/Sports/Fitness - Not Investment Related - Tonawanda, NY - Start Date 10/16/2023 - 16 hours per month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-30 |
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