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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-05-04 |
Branch Locations
3155 Niagara Falls Blvd, Amherst, NY 14228 • United States
598 Main St, Buffalo, NY 14202 • United States
520 Lee Entrance N Campuse Ste 101A, Buffalo, NY 14202 • United States
4375 Transit Rd, Williamsville, NY 14221 • United States
Akron, NY • United States
4 Winners Circle, Albany, NY 12205 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Broadview Federal Credit Union | Amherst | NY | 09/2019 | Present |
| Hertel Home Consignment | Buffalo | NY | 05/2018 | 09/2019 |
| Keybank Center | Buffalo | NY | 09/2017 | 09/2019 |
| Cumulus Media | Buffalo | NY | 07/2017 | 09/2019 |
| Kelton Enterprises (Tim Hortons) | Tonawanda | NY | 07/2014 | 10/2017 |
| Lpl Financial | Amherst | NY | 02/2026 | Present |
1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name Broadview Wealth Management - Investment Related - At Reported Business Location (s) - Start Date: 2/2026 2. 2/2026 - Broadview Federal Credit Union - Financial Institution Duty - Investment Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - Buffalo NY 14228 - OBA Start date :01/28/2026 3. 2/2026 - Broadview Federal Credit Union - Notary - Not Investment Related - 40 Hour(s)/Month - 40 Hour(s) During Trading - Albany NY 12205 - OBA Start date : 02/22/2020 4. 2/2026 - The Eldridge Bicycle Club - For-Profit Board Member - Not Investment Related - 15 Hour(s)/Month - 0 Hour(s) During Trading - Tonawanda NY 14150 - OBA Start date: 01/01/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-01 |
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