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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-04-24 |
Branch Locations
345 Woodcliff Drive, Ste 8, Fairport, NY 14450 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Howe & Rusling Wealth Management | Rochester | NY | 09/2022 | 02/2024 |
| Lvw Advisors Llc | Pittsford | NY | 06/2021 | 09/2022 |
| Manning & Napier, Inc. | Fairport | NY | 11/2020 | 06/2021 |
| Leonard's Express | Farmington | NY | 08/2018 | 11/2020 |
| Johnson Brothers Of North Carolina | Charlotte | NC | 06/2017 | 08/2018 |
| Colgate University | Hamilton | NY | 09/2013 | 06/2017 |
| Lpl Financial Llc | Fairport | NY | 03/2024 | Present |
1)03/22/2024 - Halleran Financial Group - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 02/2024 - 160 Hr/Mth 2)03/22/2024 - Genesse Valley Lacrosse Officals Association - Lacrosse Referee - Outside/W-2 Employment - CANANDAIGUA, NY - Seasonal - Start: 03/2021 - 6 Hr/Mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-23 |
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