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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-17 |
| MD | RA | APPROVED | 2025-01-01 |
| NY | RA | APPROVED | 2021-06-09 |
Branch Locations
507 S. Main St., North Syracuse, NY 13212 • United States
3417 Erie Blvd E, Syracuse, NY 13214 • United States
3945 Rt. 31, Liverpool, NY 13090 • United States
6195 E Molloy Rd, East Syracuse, NY 13057 • United States
7095 Manlius Center Rd, East Syracuse, NY 13057 • United States
8304 S Main St, Cicero, NY 13039 • United States
725 Irving Ave., Syracuse, NY 13210 • United States
Cicero, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M&T Bank | Kingston | NY | 07/2007 | Present |
| M&T Securities | Buffalo | NY | 07/2007 | Present |
| Lpl Financial Llc | Clay | NY | 06/2021 | Present |
1. 04/27/2021 - Wilmington Advisors @ M&T - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-05-08 |
| S63 | Uniform Securities Agent State Law Examination | 2008-12-04 |
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