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Joseph Pat Loschiavo

LPl Financial LLC

West Seneca, NY

Buffalo, NY

Cheektowaga, NY

Lake View, NY

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-06-09
  • NY RA
    APPROVED
    Since 2021-06-09

Branch Locations

10 Slade Ave., West Seneca, NY 14224-2641 • United States

644 Bailey Avenue, Buffalo, NY 14206-3098 • United States

900 Thruway Plaza Dr., Cheektowaga, NY 14225-4992 • United States

Lake View, NY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
M&T Securities Buffalo NY 03/2012 Present
Lpl Financial Llc West Seneca NY 06/2021 Present
Lpl Financial Llc West Seneca NY 06/2021 Present
Previous Registrations
  • 2012-04-03 → 2021-06-09
    M&T Securities, Inc.
    Cheektowaga, NY
    Buffalo, NY
    Buffalo, NY
    Buffalo, NY
    Rochester, NY
    Buffalo, NY
    Buffalo, NY
    Buffalo, NY
    Cheektowaga, NY
    Niagara Falls, NY
    Niagara Falls, NY
    Grand Island, NY
    Buffalo, NY
    Lockport, NY
    Lockport, NY
    Buffalo, NY
    Buffalo, NY
    Cheektowaga, NY
    Buffalo, NY
    Williamsport, PA
    Buffalo, NY
    Buffalo, NY
    Buffalo, NY
    Cheektowaga, NY
    Buffalo, NY
    West Seneca, NY
    Baltimore, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-03-30
S63 Uniform Securities Agent State Law Examination 2005-09-12
  • S65 Uniform Investment Adviser Law Examination
    2012-03-30
  • S63 Uniform Securities Agent State Law Examination
    2005-09-12
Other Names
  • Joseph Loschiavo

View on SEC IAPD

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KEY INVESTMENT SERVICES LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
PFS INVESTMENTS INC.
CETERA INVESTMENT ADVISERS LLC

Other Investors

THOMAS MICHAEL SCHULTZ
LAWRENCE MAURICE KAVANAUGH
JOHN ALLEN JESONOWSKI
DAVID ANTHONY ENO
Paul Kirsten Hutchings
VINCENT JOHN SCARSELLA
Matthew McAnulty
JENNIFER LYNN JUREK

Other Offices

LPL FINANCIAL LLC · WEST SENECA, NY
OSAIC WEALTH, INC. · WEST SENECA, NY
SGROI WEALTH ADVISORY GROUP LLC · WEST SENECA, NY
LPL FINANCIAL LLC · WEST SENECA, NY
PARAMOUNT WEALTH ADVISORS · BUFFALO, NY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WEST SENECA, NY
KEY INVESTMENT SERVICES LLC · West Seneca, NY
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · West Seneca, NY

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