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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-11-12 |
| TX | RA | APPROVED_RES | 2025-11-12 |
Branch Locations
1000 Pittsford Victor Rd Ste 2P, Pittsford, NY 14534 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 12/2015 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 12/2015 | 11/2025 |
| Lpl Enterprise, Llc | Pittsford | NY | 11/2025 | Present |
1) 10/22/2025 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - INV REL - Rochester, NY - Start Date 10/13/2025 - 160 hrs/mth | 160 hrs during trading. 2) 10/22/2025 - Benjamin Patrzalek N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - INV REL - Rochester, NY - Start Date 10/13/2025 - 160 hrs/mth | 160 hrs during trading. 3) 10/22/2025 - Brenda and Andrew Patezalek - Act in a Fiduciary Capacity - Not INV REL - Williamson, NY - Start Date 11/16/2023 - 0 hrs/mth | 0 hrs during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-10 |
| S63 | Uniform Securities Agent State Law Examination | 2016-05-23 |
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