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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
6455 Lake Avenue Suite D, Orchard Park, NY 14127 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc. | Orchard Park | NY | 09/2015 | 11/2024 |
| Prudential Insurance Company Of America | Orchard Park | NY | 09/2015 | Present |
| Lpl Enterprise, Llc | Orchard Park | NY | 11/2024 | Present |
1) 09/26/2024 - Longevity Wealth Partners, LLC - DBA of our team locally, financial planning services - DBA for LPL Business (entity for LPL business) - Inv Related - At Orchard Park, NY - Start Date 01/01/2022 - 160hrs/mth - 130hrs/mth During Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-11-09 |
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