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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
100 College Parkway Suite 220, Williamsville, NY 14221 • United States
500 Plum St Ste 301, Syracuse, NY 13204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc. | Orchard Park | NY | 05/2018 | 11/2024 |
| Bank Of America Na | Charlotte | NC | 09/2015 | 07/2018 |
| Prudential Insurance Company Of America | Orchard Park | NY | 08/2018 | Present |
| Lpl Enterprise, Llc | Williamsville | NY | 11/2024 | Present |
I currently work for Bank of America in a full time, non investment related, relationship banker role. I will be leaving this job once I pass the required licensing exams, and can begin working in the job I am filing the U-4 for. A SCHOOL BOARD OF TRUSTEESFOR ST. JOHN VIANNEY,A CATHOLIC COMMUNITY SCHOOL POSITION: Board Member NATURE: Non-Profit and Charitable Organization INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 10/06/2022 ADDRESS: 2950 Southwestern Blvd, Orchard Park NY 14127, United States DESCRIPTION: Help the school in any way I can
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-08-16 |
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