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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-20 |
| 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 And Associates | Rochester | NY | 08/2015 | 12/2024 |
| Lpl Financial | Pittsford | NY | 12/2024 | Present |
1) 12/12/2024 - Evergreen Wealth Partners - DBA for LPL Business - Investment Related - Pittsford, NY - OBA Start date 12/12/2024 - Hours per month 160 - Time Spent 100 2) 12/31/2024- RJB Finacial, LLC- Business Entity For Tax/Investment Purposes Only- Not INV Related- At Pittsford, NY - Start date 01/02/2025- 120 Hours Per Month- 8 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-11-06 |
| S63 | Uniform Securities Agent State Law Examination | 2015-10-29 |
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