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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-07-30 |
Branch Locations
1271 Fairport Rd, Fairport, NY 14454 • United States
3169 Chili Avenue, Rochester, NY 14624 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Walnut Creek | CA | 05/2018 | 08/2022 |
| Us Bank | Walnut Creek | CA | 10/2015 | 05/2018 |
| J.P. Morgan Chase Bank, N.A. | Walnut Creek | CA | 05/2018 | 08/2022 |
| Outlet Rod & Gun Club | Penfield | NY | 11/2021 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rochester | NY | 08/2022 | 07/2024 |
| Bank Of America, N.A. | Rochester | NY | 11/2022 | 07/2024 |
| Esl Investment Services, Llc | Rochester | NY | 07/2024 | Present |
| Lpl Financial Llc | Rochester | NY | 07/2024 | Present |
1) 07/26/2024 - ESL Investment Services - DBA for LPL Business (entity for LPL business) - Inv. Related - Rochester, NY - START 7/1/24 - 100% - At Reported Location(s) 2) 07/26/2024 - ESL Investment Services, LLC - Non-Variable Insurance- NY 14604- Inv Rel- 20 hrs per mnth- 1 hr during trading- 07/1/2024 Start Date 3) 07/26/2024 - Outlet Rod & Gun Club - Business Owner -NY 14604- 8 hrs/mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-23 |
| S63 | Uniform Securities Agent State Law Examination | 2018-06-28 |
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