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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 | 2019-03-13 |
Branch Locations
1 disclosure category 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 |
|---|---|---|---|---|
| Esl Investment Services, Llc | Rochester | NY | 01/2014 | Present |
| Lpl Financial Llc | Rochester | NY | 02/2014 | Present |
(1) 04/29/2014: PAVILION CENTRAL SCHOOL - NOT INV REL - COMMUNITY, CIVIC AND CHARITABLE BOARD - 1% OF TIME SPENT - BOARD MEMBER FOR SCHOOL DISTRICT IN MY COMMUNITY (2) 05/23/2014: ESL INVESTMENT SERVICES, LLC - INV REL - 225 CHESTNUT ST, ROCHESTER, NY 14604 - NON-VARIABLE INSURANCE - 10% OF TIME SPENT - LIFE & FIXED ANNUITIES (3) 03/09/2015: ESL INVESTMENT SERVICES, LLC - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - 225 CHESTNUT ST, ROCHESTER, NY 14604 - START 01/05/2015 - 40 HR/MO 8 DURING SECS TRDG HRS (4) 11/02/2022 - ESL Investment Services, LLC - Investment Related - At Reported Business Location(s) - Financial Institution Duty - Wealth Planning and Advice Manager - Start Date: 01/01/2014 - 25 Hours Per Month/25 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-10-15 |
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