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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-11-14 |
Branch Locations
500 Plum St Ste 301, Syracuse, NY 13204 • United States
1000 Pittsford Victor Road Suite 2E, Pittsford, NY 14534 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Rochester | NY | 11/2021 | 07/2023 |
| Northwestern Mutual | Victor | NY | 08/2021 | 12/2021 |
| Ameriprise Financial Services, Llc | Rochester | NY | 06/2021 | 08/2021 |
| Ameriprise Financial Services, Llc | Rochester | NY | 11/2020 | 02/2021 |
| Ameriprise Financial Services, Llc | Rochester | NY | 05/2020 | 08/2020 |
| Victor Hills Golf Club | Victor | NY | 05/2020 | 08/2020 |
| Victor Hills Golf Club | Rochesterr | NY | 06/2019 | 09/2019 |
| Ymca Of Greater Rochester | Rochester | NY | 06/2019 | 08/2019 |
| Fairport Central School District | Fairport | NY | 09/2008 | 06/2019 |
| St John Fisher University | Rochester | NY | 08/2019 | 05/2023 |
| Pruco Securities Llc | Pittsford | NY | 08/2023 | 11/2024 |
| The Prudential Insurance Company Of America | Pittsford | NY | 08/2023 | Present |
| Lpl Enterprise, Llc | Pittsford | NY | 11/2024 | Present |
1. 07/08/2025 - Prudential Sponsored Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - Inv related - At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-01 |
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