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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-08-13 |
Branch Locations
1881 Monroe Avenue, Rochester, NY 14618 • United States
11 State Street, Pittsford, NY 14534 • United States
518 Ridge Road East, Rochester, NY 14621 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hertz Corporation | Webster | NY | 06/2020 | 02/2021 |
| Ymca Of Greater Rochester | Rochester | NY | 08/2018 | 06/2020 |
| Waynesboro Area Ymca | Waynesboro | NY | 02/2016 | 08/2018 |
| Partyman Catering | Avon | NY | 09/2018 | 09/2018 |
| Liberty Mountain Resort | Farfield | PA | 03/2016 | 08/2018 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 02/2021 | 11/2021 |
| Northwestern Mutual Investment Services Llc | Pittsford | NY | 11/2021 | 09/2023 |
| Richard Anderson | Pittsford | NY | 11/2021 | 09/2023 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 05/2022 | 09/2023 |
| Pizza Land Inc | Caledonia | NY | 08/2022 | 03/2023 |
| Lpl Financial Llc | Webster | NY | 10/2023 | Present |
| Esl Federal Credit Union | Webster | NY | 09/2023 | 07/2024 |
| Esl Investment Services, Llc | Rochester | NY | 10/2023 | Present |
1) 10/2023 - ESL Investment Services / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) 2) 09/06/2024 - ESL Investment Services, LLC (broker-dealer) - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 01/01/2024 - 20 Hours per Month/ 1 Hour During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-13 |
| S63 | Uniform Securities Agent State Law Examination | 2022-03-11 |
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