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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-12-05 |
Branch Locations
1100 Long Pond Rd Suite 108, Rochester, NY 14626 • United States
1100 Long Pond Rd Suite 108, Rochester, NY 14626 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wegmans Food Markets | Rochester | NY | 06/2010 | 08/2017 |
| Rochester Institute Of Technology | Rochester | NY | 09/2012 | 05/2017 |
| Lsi Solutions | Victor | NY | 09/2017 | 09/2021 |
| Securities America, Inc. | Rochester | NY | 09/2019 | 02/2020 |
| Securities America, Inc. | Rochester | NY | 02/2020 | 06/2024 |
| Securities America Advisors | Rochester | NY | 02/2022 | 06/2024 |
| Osaic Wealth, Inc. | Rochester | NY | 06/2024 | 12/2025 |
| Osaic Wealth, Inc. | Rochester | NY | 06/2024 | 12/2025 |
| Quidelortho | Rochester | NY | 07/2024 | Present |
| Lpl Financial Llc | Rochester | NY | 12/2025 | Present |
1)10/08/2025 - QuidelOrtho - Senior Mechanical Engineer - Non-Inv Rel - Rochester, NY - Start: 07/2024 - 170 Hr/Mth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-09 |
| S63 | Uniform Securities Agent State Law Examination | 2020-11-28 |
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