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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-07-10 |
Branch Locations
6470 New Taylor Road, Orchard Park, NY 14127 • United States
6500 Sheridan Drive, Suite 200, Williamsville, NY 14221 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-06-20 |
Branch Locations
6470 New Taylor Road, Orchard Park, NY 14127 • United States
6500 Sheridan Drive, Suite 200, Williamsville, NY 14221 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clearplan Financial, Inc. | Orchard Park | NY | 12/2020 | Present |
| Cadaret, Grant & Co., Inc. | Orchard Park | NY | 12/2020 | 07/2025 |
| Solly Industries | Buffalo | NY | 06/2018 | 12/2020 |
| Maks Transport | Roy | WA | 12/2013 | 10/2019 |
| Catholic Health Systems | Buffalo | NY | 11/2014 | 11/2019 |
| Wny Asset Management, Llc | Orchard Park | NY | 05/2025 | Present |
| Lpl Financial Llc | Orchard Park | NY | 07/2025 | Present |
1- 07/2025 - Kimberly Kowalski - Notary - Not Investment Related - At Reported Business Location(s) - Start Date 04/19/2022 - 1 hour per month/ during trading 2- 07/2025 - ClearPlan Financial, Inc - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 12/07/2020 - 160 hours per month/ 140 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-16 |
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