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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-07-10 |
Branch Locations
5930 Main Street Suite 400, Williamsville, NY 14221 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Next Financial Group | Williamsville | NY | 08/2024 | Present |
| Brand Name Depot | Buffalo | NY | 01/2021 | 09/2024 |
| University At Buffalo | Buffalo | NY | 01/2019 | 06/2022 |
| University At Buffalo | Buffalo | NY | 08/2016 | 07/2022 |
| Lpl Financial Llc | Williamsville | NY | 07/2025 | Present |
1- 05/2025 / Kapanek Wealth Partners / DBA for LPL Business (entity for LPL business) / Investment Related / 2 hrs mth / 2 hrs during trading / At reported business location(s) 2- 05/2025 / Dancing Dragons LLC / Author / Investment Related / Williamsville, NY Start date: 04/01/2021 3- 06/2025 / Papas Pizza Oven / Business Owner / Investment Related / 8 hrs mth / 4 hrs during trading / Lancaster, NY Start date: 11/01/2023 4- 06/2025 / Variance Enterprises LLC / Real Estate Rental / Investment Related / West Seneca, NY / Start date: 12/01/2023 5- 06/2025 / Papas 1177 Abbott Road Inc. / Real Estate Rental / Investment Related / 1 hr mth / 1 hr during trading / Buffalo, NY / Start date: 08/08/2024
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-13 |
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