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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 |
| OH | RA | APPROVED | 2025-07-10 |
Branch Locations
5930 Main Street Suite 400, Williamsville, NY 14221 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Next Financial Group Inc | Williamsville | NY | 06/2007 | 07/2025 |
| Lpl Financial Llc | Williamsville | NY | 07/2025 | Present |
1. 07/10/2025- Matthew Kapanek Insurance- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 05/28/2025- 2 Hours Per Month- 2 Hours During Trading 2. 07/10/2025- Kapanek Wealth Partners- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 05/28/2025- 2 Hours Per Month- 2 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-31 |
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