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Daniel William Meyer

LPl Financial LLC

East Aurora, NY

Buffalo, NY

Lafayette, NY

Syracuse, 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 2021-06-13
TX RA APPROVED_RES 2021-06-10
  • NY RA
    APPROVED
    Since 2021-06-13
  • TX RA
    APPROVED_RES
    Since 2021-06-10

Branch Locations

East Aurora, NY • United States

One Fountain Plz 10Th Flr, Buffalo, NY 14203 • United States

2507 Us Rte. 11, Lafayette, NY 13084 • United States

725 Irving Ave., Syracuse, NY 13210 • 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 06/2013 06/2021
Lpl Financial, Llc Buffalo NY 06/2021 Present
  • 06/2013 → 06/2021
    M&T Securities
    Buffalo, NY
  • 06/2021 → Present
    Lpl Financial, Llc
    Buffalo, NY
Previous Registrations
  • 2014-09-30 → 2021-12-23
    M&T Securities, Inc.
    Buffalo, NY
    Buffalo, NY
    Buffalo, NY
    Baltimore, MD
    Buffalo, NY
    Baltimore, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-09-26
  • S66 Uniform Combined State Law Examination
    2014-09-26

View on SEC IAPD

Other Firms

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PARK AVENUE SECURITIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
FINISH LINE WEALTH MANAGEMENT, LLC
CITIZENS SECURITIES, INC.
MAIN LINE CAPITAL MANAGEMENT LLC
EDWARD JONES
KEY INVESTMENT SERVICES LLC

Other Investors

CONOR GERARD CASEY
MICHAEL JOHN BRUNO
JEFFREY EDWARD KAMIEN
SCOTT ROBERT UEBELHOER
BRUCE D HYMAN
Holden Thomas Borrelli
MILENDA SUE KILBY
MARK EARL WOODWARD

Other Offices

LASALLE ST. INVESTMENT ADVISORS, L.L.C. · East Aurora, NY
LASALLE ST. INVESTMENT ADVISORS, L.L.C. · East Aurora, NY
PARK AVENUE SECURITIES LLC · East Aurora, NY
AMERIPRISE FINANCIAL SERVICES, LLC · East Aurora, NY
FINISH LINE WEALTH MANAGEMENT, LLC · EAST AURORA, NY
CITIZENS SECURITIES, INC. · EAST AURORA, NY
MAIN LINE CAPITAL MANAGEMENT LLC · EAST AURORA, NY
EDWARD JONES · EAST AURORA, NY

More in East Aurora, NY

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