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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-07-10 |
| TX | RA | APPROVED_RES | 2025-07-10 |
Branch Locations
6225 Sheridan Drive Suite 206, Williamsville, NY 14221 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| First Allied Securities, Inc. | San Diego | CA | 06/2007 | 10/2017 |
| First Allied Advisory Services, Inc. | Chesterfield | MO | 07/2012 | 10/2017 |
| Next Financial Group Inc. | Houston | TX | 10/2017 | 07/2025 |
| Lpl Financial Llc | Williamsville | NY | 07/2025 | Present |
1 - 07/2025 - Hafner Financial Group - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 160 Hours During Trading - At reported business location(s). 2 - 07/2025 - Hafner Financial Group - Non-Variable Insurance - Inv Related - 2 Hours/Month - 2 Hours During Trading - Buffalo, NY - OBA Start Date: 01/01/2015. 3 - 07/2025 - Hafner Financial Group - Tax Prep/Accounting/CPA - Inv Related - 10 Hours/Month - 5 Hours During Trading - Buffalo, NY - OBA Start Date: 01/01/2024.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-07-27 |
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