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Jacob Thomas Young

LPl Financial LLC

Buffalo, NY

Buffalo, NY

Cheektowaga, NY

Buffalo, NY

Buffalo, NY

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-06-09
  • NY RA
    APPROVED
    Since 2021-06-09

Branch Locations

1877 Main St., Buffalo, NY 14208-1095 • United States

130 Grant St., Buffalo, NY 14213-1602 • United States

3700 Union Road, Cheektowaga, NY 14225 • United States

2310 Delaware Ave., Buffalo, NY 14216 • United States

788 Tonawanda St., Buffalo, NY 14207-1497 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
M&T Securities Buffalo NY 03/2011 Present
M & T Bank Buffalo NY 01/2015 Present
Lpl Financial Llc Buffalo NY 06/2021 Present
  • 03/2011 → Present
    M&T Securities
    Buffalo, NY
  • 01/2015 → Present
    M & T Bank
    Buffalo, NY
  • 06/2021 → Present
    Lpl Financial Llc
    Buffalo, NY
Previous Registrations
  • 2011-09-12 → 2021-06-09
    M&T Securities, Inc.
    Buffalo, NY
    Snyder, NY
    Williamsville, NY
    Rochester, NY
    Amherst, NY
    Cheektowaga, NY
    Buffalo, NY
    Cheektowaga, NY
    Buffalo, NY
    Buffalo, NY
    Buffalo, NY
    Buffalo, NY
    Buffalo, NY
    Williamsport, PA
    Buffalo, NY
    Buffalo, NY
    Buffalo, NY
    Cheektowaga, NY
    Baltimore, MD
    Buffalo, NY
Other Businesses

1) 04/28/2021 - Wilmington Advisors @ M&T - DBA for LPL Business (entity for LPL business)

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-09-09
S63 Uniform Securities Agent State Law Examination 2009-05-20
  • S65 Uniform Investment Adviser Law Examination
    2011-09-09
  • S63 Uniform Securities Agent State Law Examination
    2009-05-20

View on SEC IAPD

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