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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-03 |
Branch Locations
4175 Recreation Drive, Canandaigua, NY 14424 • United States
140 South Main St, Newark, NY 14513 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Niagara Bank | Rochester | NY | 03/2015 | 09/2016 |
| Lpl Financial | Rochester | NY | 12/2015 | 09/2016 |
| Key Investment Services Llc | Rochester | NY | 09/2016 | 09/2018 |
| Keybank | Rochester | NY | 09/2016 | 01/2018 |
| Keybank | Rochester | NY | 01/2018 | 09/2018 |
| Lpl Financial Llc | Rochester | NY | 10/2018 | 08/2019 |
| Esl Federal Credit Union | Rochester | NY | 09/2018 | 08/2019 |
| Esl Investment Services, Llc | Rochester | NY | 10/2018 | 08/2019 |
| American Portfolios Financial Services, Inc | Rochester | NY | 08/2019 | 01/2020 |
| Esl Investment Services, Llc | Rochester | NY | 02/2020 | Present |
| Lpl Financial Llc | Rochester | NY | 02/2020 | Present |
| Esl Federal Credit Union | Rochester | NY | 02/2020 | 04/2021 |
1) 2/26/2020- ESL INVESTMENT SERVICES, LLC/DBA for LPL BUSINESS - At Reported Business Location(s) - Started 2/27/2020 / 100% - DBA 2) 4/27/2021 - ESL Investment Services, LLC - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Registered Representative - Start Date: 4/12/2021 - 20 Hours Per Month/1 Hours During Securities Trading - Non-Variable Insurance sales.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-13 |
| S63 | Uniform Securities Agent State Law Examination | 2016-03-03 |
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