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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 |
Branch Locations
5015 Campuswood Drive Suite 103, East Syracuse, NY 13057 • United States
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 |
|---|---|---|---|---|
| Nbt Bank | Oswego | NY | 03/2013 | 09/2016 |
| Cadaret, Grant & Co. Inc. | Syracuse | NY | 09/2016 | 07/2025 |
| Briarwood Wealth Management | Syracuse | NY | 09/2016 | 11/2022 |
| Lpl Financial Llc | East Syracuse | NY | 07/2025 | Present |
1- 07/2025 - Meridian Wealth Management - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 03/01/2018 - 40 hours per month/ during trading 2- 07/2025 - Meridian Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 11/01/2022 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-30 |
| S63 | Uniform Securities Agent State Law Examination | 1995-09-19 |
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