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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-28 |
| NY | RA | APPROVED | 2026-01-27 |
Branch Locations
100 Allens Creek Road Suite 120, Rochester, NY 14618 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn Mutual Life Insurance Company | Horsham | PA | 10/2013 | 05/2019 |
| Hornor, Townsend & Kent, Inc | Horsham | PA | 12/2013 | 05/2019 |
| Massmutual | Rochester | NY | 07/2018 | 01/2026 |
| Mml Investors Services | Rochester | NY | 07/2019 | 01/2026 |
| Lpl Financial Llc | Rochester | NY | 01/2026 | Present |
1. 01/27/2026 - Creekside Capital Management LLC - DBA for LPL Business (entity for LPL business)- Investment Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 1/26/2026 2. 01/27/2026 - Daniel Biviano - Non-Variable Insurance - Investment Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - Rochester NY 14618 - OBA Start Date: 01/26/2026 3. 01/27/2026 - Acumen Planning Group - DBA for LPL Business (entity for LPL business)- Investment Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 1/26/2026
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-02-04 |
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