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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-06-27 |
Branch Locations
203 Cypress St., Liverpool, NY 13088 • United States
250 S. Clinton St. 4Th Floor, Syracuse, NY 13202 • United States
204 Fayette St, Manilus, NY 13104 • United States
43 Albany St, Cazenovia, NY 13035 • United States
Clay, NY • United States
3945 Rt. 31, Liverpool, NY 13090 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Crossbridge Financial Group Of Cny, Inc. | Syracuse | NY | 02/2015 | 09/2017 |
| Commonwealth Financial Network | Waltham | MA | 01/2016 | 09/2017 |
| Thrivent Investment Management Inc | Liverpool | NY | 05/2018 | 10/2018 |
| Unemployed | Clay | NY | 09/2017 | 04/2018 |
| Thrivent Financial | Appleton | WI | 05/2018 | 07/2018 |
| Thrivent Financial | Appleton | WI | 08/2018 | 11/2018 |
| Cuna Mutual Group | Waverly | IA | 12/2018 | 02/2022 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 12/2018 | 02/2022 |
| M&T Bank | Baldwinsville | NY | 06/2022 | Present |
| Lpl Financial Llc | Baldwinsville | NY | 06/2022 | Present |
| Unemployed | Clay | NY | 02/2022 | 06/2022 |
1) 6/2022- Wilmington Advisors at M&T- DBA for LPL Business (entity for LPL business)- inv. related- at reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-31 |
| S63 | Uniform Securities Agent State Law Examination | 2015-10-23 |
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