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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-12-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Penfield | NY | 01/2012 | 12/2024 |
| Raymond James Financial Services Advisors Inc. | Penfield | NY | 01/2012 | Present |
| Sharman Advisory Group Llc | Penfield | NY | 01/2012 | Present |
| Lpl Financial | Pittsford | NY | 12/2024 | Present |
12/12/24 Evergreen Wealth Partners - DBA for LPL Business - Investment Related - Pittsford, NY 14526 - OBA Start Date 12/12/24 - Hours per Month 160 - Time Spent 100 12/12/24 Sharmon Advisory Group, LLC - Business Entity - Investment Related - Pittsford, NY 14526 - OBA Start Date 12/12/24 - Hours per month 1 - Time Spent 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-09-04 |
| S63 | Uniform Securities Agent State Law Examination | 1992-04-08 |
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