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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-11-14 |
Branch Locations
6455 Lake Avenue Suite D, Orchard Park, NY 14127 • United States
500 Plum St Ste 301, Syracuse, NY 13204 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc. | Orchard Park | NY | 07/2015 | 11/2024 |
| Prudential Insurance Company Of America | Orchard Park | NY | 07/2015 | Present |
| Lpl Enterprise, Llc | Orchard Park | NY | 11/2024 | Present |
1) 08/28/2024- Longevity Wealth Partners LLC- DBA for LPL Business (entity for LPL business)- Sales and Service of Insurance and Investments- INV Related- At Orchard Park, NY- Start date 07/01/2020- 200 HRS MTH- 200 HRS During Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-06-28 |
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