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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-03 |
| GA | RA | APPROVED | 2018-02-14 |
| PA | RA | APPROVED | 2018-02-14 |
| VA | RA | APPROVED | 2018-02-14 |
Branch Locations
76 W Main St, Gowanda, NY 14070-1319 • United States
40 Norton Place, Fredonia, NY 14063 • United States
3909 Vineyard Dr, Dunkirk, NY 14048 • United States
5 Clark St, Orchard Park, NY 14127 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corporation | Tampa | FL | 11/2013 | 02/2018 |
| Lpl Financial Llc | Fredonia | NY | 02/2018 | Present |
1. 02/14/2018 - ANDERSEN CUDDIHY INC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 11/1/13. 2. 02/14/2018 - COMMUNITY INVESTMENTS SERVICES - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date 11/01/13 - 6 Hours Per Month/6 During Securities Trading. 3. 8/15/2018 - Community Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 11/01/2013 - 25 Hours Per Month/3 Hours During Securities Trading. 4. 1/7/2021 - 424 Iron LLC - Investment Related - 40 Norton Place, Fredonia, NY 14063 - Real Estate Rental - Started 12/04/2020 - 1 Hour Per Month/0 Hours During Securities Trading - Created an LLC for the purpose of buying a building.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-12 |
| S63 | Uniform Securities Agent State Law Examination | 2006-04-13 |
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