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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-02-06 |
Branch Locations
One Fountain Plz 10Th Flr, Buffalo, NY 14203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup | Getzville | NY | 09/2015 | 09/2017 |
| Keybank Na | Buffalo | NY | 09/2024 | 12/2025 |
| Key Investment Services Llc | Buffalo | NY | 03/2025 | 12/2025 |
| M&T | Buffalo | NY | 09/2017 | 09/2024 |
| M&T Bank | Buffalo | NY | 12/2025 | Present |
| Lpl Financial | Buffalo | NY | 02/2026 | Present |
1. 02/2026 - M&T Bank - Financial Institution Duty - Investment Related - 160 Hrs/Mth - 160 Hrs During Trading - Buffalo, NY 14203 - OBA Start Date: 12/29/2025 2. Investment products and services are offered through LPL Financial LLC using the DBA/trade name M&T Financial Services - Investment Related - At Reported Business Location(s) - Start Date: 02/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-11 |
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