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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-03 |
| TX | RA | APPROVED_RES | 2015-04-16 |
Branch Locations
1250 Pittsford Victor Rd. Bldg. 200 Suite 360, Pittsford, NY 14534 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc. | Rochester | NY | 05/2004 | Present |
1. 6/28/2004 - OUTSIDE SALES OF NON-VARIABLE INSURANCE. 2. 08/16/2007 - ARCHITECTURAL WOODWORKS / SUPPLIER OF ARCHITECTURAL CABINETRY AND COUNTER TOPS / 10% TIME SPENT. 3. 05/14/2010-EMPIRE STATE LYRIC THEATRE-BOARD PRESIDENT FOR NON-PROFIT OPERA COMPANY, EMPIRE STATE LYRIC THEATRE. DUTIES INCLUDE ACTING AS AN AMBASSADOR FOR THE ESLT IN ORDER TO RAISE COMMUNITY AWARENESS OF ITS MISSION-TIME SPENT 3%-ANNUAL INCOME 0 4. 06/09/2004-DBA ONLY-DBA-UPSTATE PROFESSIONAL PLANNING SERVICES
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-10-30 |
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