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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
14 Franklin St. Suite 820, Rochester, NY 14604 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 08/2021 | 08/2023 |
| Rochester Regional Health | Rochester | NY | 05/2019 | 08/2021 |
| Saunders College Of Business (Rit) | Rochester | NY | 09/2019 | 05/2021 |
| Saunders College Of Business (Rit) | Rochester | NY | 05/2018 | 05/2020 |
| Mcdonald's | Rochester | NY | 10/2015 | 08/2017 |
| Saunders College Of Business (Rit) | Rochester | NY | 08/2017 | 05/2021 |
| Pruco Securities, Llc | Pittsford | NY | 09/2023 | 11/2024 |
| The Prudential Insurance Company Of America | Pittsford | NY | 09/2023 | Present |
| Lpl Enterprise, Llc | Rochester | NY | 11/2024 | Present |
1) 02/19/2025- WealthBridge Advisors LLC- Business Entity For Tax/Investment Purposes Only-WealthBridge Advisors LLC is set up strictly for the purpose of paying our assistant (MA with Prudential) and for shared team expenses.- Not Inv. related-At Rochester, NY- Start Date 10/01/2023- 0hrs/mth- 0 hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-17 |
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