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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-09 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
250 S. Clinton St. 4Th Floor, Syracuse, NY 13202 • United States
Syracuse, NY • 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 |
|---|---|---|---|---|
| M&T Securities, Inc. | Syracuse | NY | 03/1998 | Present |
| Lpl Financial Llc | Syracuse | NY | 06/2021 | Present |
| Lpl Financial Llc | Syracuse | NY | 06/2021 | Present |
STARTING 11/30/2016; WILMINGTON TRUST, N.A., ONE M&T PLAZA, BUFFALO, NY 14203; EMPLOYEE OF WILMINGTON TRUST, N.A. THE MAJORITY OF HOURS ARE DEDICATED TO BANKING RELATED FUNCTIONS).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-08-02 |
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