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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-01-01 |
| NY | RA | APPROVED | 2021-11-04 |
Branch Locations
250 S. Clinton St. 4Th Floor, Syracuse, NY 13202 • United States
2509 Route 44, Salt Point, NY 12578 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Poughkeepsie | NY | 02/2016 | 11/2017 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 06/2016 | 11/2017 |
| M&T Bank | Newburgh | NY | 03/2018 | Present |
| M&T Securities, Inc | Buffalo | NY | 03/2018 | Present |
| Unemployed | Wappingers Falls | NY | 11/2017 | 03/2018 |
| Lpl Financial Llc | Newburgh | NY | 06/2021 | Present |
| Lpl Financial Llc | Newburgh | NY | 06/2021 | Present |
Starting: 03/2018; Manufacturers & Traders Trust Company ("M&T Bank"), One M&T Plaza, Buffalo, NY 14203; Employee of M&T Bank. The majority of hours are dedicated to banking related functions.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-16 |
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