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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-03-31 |
Branch Locations
314 Waring Road, Rochester, NY 14609 • United States
1385 Lyell Ave., Rochester, NY 14606 • United States
28 N. Main St., Honeoye Falls, NY 14472 • United States
999 East Ridge Rd., Rochester, NY 14621-1901 • United States
2133 Hudson Ave., Rochester, NY 14617 • United States
28 E. Main St., Rochester, NY 14614 • United States
602 Rowley Rd., Victor, NY 14564 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, N.A. | Cape Coral | FL | 09/2013 | 07/2017 |
| Wells Fargo Clearing Services, Llc | Cape Coral | FL | 02/2016 | 07/2017 |
| Jpmorgan Chase Bank, N.A. | Victor | NY | 06/2021 | 10/2021 |
| J.P. Morgan Securities Llc | Victor | NY | 06/2021 | 10/2021 |
| Wells Fargo Clearing Services, Llc | East Norriton | PA | 07/2017 | 05/2021 |
| Wells Fargo Bank, N.A. | East Norriton | PA | 07/2017 | 05/2021 |
| Merrill Lynch | Pittsford | NY | 10/2021 | 11/2023 |
| Keycorp And Its Affiliates | Cap Coral | FL | 07/2017 | 07/2017 |
| Xenios Llc | Webster | NY | 11/2023 | 03/2024 |
| Mutual Of America | Rochester | NY | 06/2024 | 01/2025 |
| Unemployed | Rochester | NY | 03/2024 | 06/2024 |
| Unemployed | Rochester | NY | 01/2025 | 03/2025 |
| Pitti Wealth Management Group | Rochester | NY | 03/2025 | 03/2025 |
| M&T Bank | Victor | NY | 03/2025 | Present |
| Lpl Financial | Victor | NY | 03/2025 | Present |
1) 03/2025 - Wilmington Advisors @ 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 | 2019-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 2016-04-05 |
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