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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-07-29 |
| FL | RA | APPROVED | 2021-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Cheektowaga | NY | 01/2000 | 07/2021 |
| Web Apartments | Depew | NY | 01/1979 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Depew | NY | 01/2001 | 07/2021 |
| Robert Wills | Fairport | NY | 01/2010 | 10/2018 |
| Sean O'BRien | Cheektowaga | NY | 10/2018 | 07/2021 |
| Lpl Financial Llc | Cheektowaga | NY | 07/2021 | Present |
WEB APARTMENTS. 1/1979. REAL ESTATE (12 APARTMENT UNITS). DEPEW, NY. PARTNER. 2 HRS/MONTH, 0 HRS/MONTH DURING SEC. TRDNG. HRS. NOT INVESTMENT RELATED. VARIOUS INSURANCE CARRIERS FOR W&R INSURANCE AGENCIES; DEPEW, NY; INVESTMENT RELATED; INSURANCE SALES; INSURANCE AGENT; 1/2000-PRES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-09-29 |
| S63 | Uniform Securities Agent State Law Examination | 1993-08-06 |
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