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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-01-02 |
Branch Locations
1314 Fairport Rd, Fairport, NY 14450 • United States
359 Nys Rouite 31, Macedon, NY 14502 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wegmans Warehouse | Rochester | NY | 04/2011 | 07/2017 |
| Suny Brockport College | Brockport | NY | 01/2014 | 05/2017 |
| Foreperformance | Rochester | NY | 05/2014 | 09/2018 |
| Five Star Bank | Rochester | NY | 12/2017 | 03/2022 |
| Lpl Financial | Rochester | NY | 09/2018 | 03/2022 |
| Cuna Mutual Group | Waverly | IA | 03/2022 | 07/2024 |
| Cuna Brokerage Services, Inc | Waverly | IA | 03/2022 | 07/2024 |
| Lpl Financial Llc | Macedon | NY | 05/2022 | Present |
1. 09/15/2022 - The Summit Retirement & Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 09/01/2022 - 40 Hours Per Month/8 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 2020-11-09 |
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