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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-05-19 |
Branch Locations
6470 New Taylor Road, Orchard Park, NY 14127 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cadaret Grant | Orchard Park | NY | 12/2024 | 07/2025 |
| Wny Learning Solutions Inc. Dba Mathnasium Of The Southtowns | Hamburg | NY | 09/2018 | 12/2024 |
| Media Sales Plus Inc. | Williamsville | NY | 09/2022 | 09/2023 |
| The Buffalo News Inc., A Berkshire Hathaway Company | Buffalo | NY | 05/1996 | 02/2018 |
| Lpl Financial | Orchard Park | NY | 07/2025 | Present |
| Unemployed | Hamburg | NY | 02/2018 | 09/2018 |
1. 09/2025 - Moon Cottage Retreat LLC- Real Estate Rental - Investment related - 40 Hrs/Mth - 00 Hrs During Trading - Hamburg, NY 14075 - OBA start date: 01/01/2019 2. 09/2025 - Clearplan Financial Inc. - DBA for LPL Business (entity for LPL business) - Investment related - 260 Hrs/Mth - 160 Hrs During Trading - ORCHARD PARK, NY 14127 - OBA Start date: 10/08/2025 3. 09/2025 - Brule Moon Cottages LLC - Real Estate Rental - Investment related - 40 Hrs/Mth - 00 Hrs During Trading - Hamburg, NY 14075 - OBA start date: 07/07/2011
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-18 |
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