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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-02-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Apfs Wealth Management, Inc. | Rochester | NY | 11/2015 | 07/2019 |
| American Portfolios Financial Services, Inc. | Holbrook | NY | 11/2015 | 07/2019 |
| Lpl Financial Llc | Rochester | NY | 07/2019 | 09/2020 |
| Wells Fargo Advisors Financial Network, Llc | Victor | NY | 09/2020 | 10/2021 |
| The Pitti Group Wealth Management, Llc | Victor | NY | 07/2021 | 02/2025 |
| Lpl Financial Llc | Pittsford | NY | 02/2025 | Present |
1. 01/08/2025- Munn Financial Group, Inc- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s)
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-02-12 |
| S66 | Uniform Combined State Law Examination | 2014-02-14 |
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