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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-10-27 |
Branch Locations
6797 Pittsford Palmyra Road, Fairport, NY 14450 • United States
45 S. Main Street, Fairport, NY 14450 • United States
1075 Ridge Rd, Webster, NY 14580 • United States
2118 Huson Ave., Rochester, NY 14617 • United States
2163 Rte 250, Fairport, NY 14450 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Manning & Napier Advisors, Llc | Fairport | NY | 09/2016 | 03/2018 |
| Manning & Napier Investor Services, Inc. | Fairport | NY | 07/2017 | 03/2018 |
| Manning & Napier Advisors, Llc | Fairport | NY | 08/2014 | 09/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pittsford | NY | 08/2019 | 02/2022 |
| Ashford Advisors | Pittsford | NY | 03/2018 | 05/2019 |
| Bank Of America, N.A. | Pittsford | NY | 10/2019 | 02/2022 |
| Lpl Financial Llc | Fairport | NY | 02/2022 | 12/2023 |
| Sage, Rutty & Company, Inc. | Rochester | NY | 01/2024 | 12/2024 |
| Halleran Financial Group | Fairport | NY | 02/2021 | 12/2023 |
| Allstate Insurance Co | Northbrook | IL | 04/2025 | 08/2025 |
| Allstate Financial Services, Llc | Lincoln | NE | 04/2025 | 08/2025 |
| Nbt Bank | Fairport | NY | 10/2025 | Present |
| Unemployed | Victor | NY | 01/2025 | 03/2025 |
| Lpl Financial, Llc | Fairport | NY | 10/2025 | Present |
| Unemployed | Pittsford | NY | 05/2019 | 08/2019 |
| Unemployed | Fairport | NY | 08/2025 | 10/2025 |
1)10/13/2025 - NBT Investment Services - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-29 |
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