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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-03-17 |
Branch Locations
22 Century Hill Dr Ste 101, Latham, NY 12110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Albany | NY | 09/2016 | 11/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Saratoga Springs | NY | 11/2016 | 03/2021 |
| Bank Of America, N.A. | Saratoga Springs | NY | 01/2017 | 03/2021 |
| Lpl Financial, Llc | Latham | NY | 03/2021 | Present |
1) 8/2018 - Real Estate Rental - David Massaroni - Investment Related - 21 LOUGHBERRY RD, SARATOGA SPRINGS, NY 12866 2) 10/2019 - Real Estate Rental - RIDGEVIEW TOWNHOMES/Air BnB - Investment Related - 10% - 23 NORTHERN PINES RD, WILTON, NY 12831 3) 3/17/2021 - Massaroni Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 03/16/2021 - 160 Hours Per Month/7 Hours During Securities Trading. 4) 10/13/2023 - Advocate Health, LLC - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 10/01/2023 - 5 Hours Per Month/ 0 Hours During Trading 5) 06/28/2024 - Insuretech Brokerage - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 04/26/2024 - 2 Hours Per Month/ 1 Hour During Trading 6) 04/22/2025 - DAVID MASSARONI - Not Investment Related - Other - Consultant - Home Based - Start Date:04/21/2025 - 2 Hours Per Month/ 0 Hour During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 2013-02-13 |
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