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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-07-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bugenhagen Allstate | Williamsville | NY | 03/2012 | 12/2017 |
| Allstate Insurance Company | Williamsville | NY | 03/2012 | 12/2017 |
| Financial Partners Of Upstate Ny | Williamsville | NY | 05/2018 | 11/2020 |
| Massachusetts Mutual Life Insurance Company | Williamsville | NY | 03/2018 | 11/2020 |
| Cadaret, Grant & Co., Inc. | Hamburg | NY | 11/2020 | 07/2025 |
| Lpl Financial Llc | Hamburg | NY | 07/2025 | Present |
1. 07/10/2025- WEALTHGUARD OF NY LLC- Property and Casualty- INV Related- At Reported Business Location(s)- Start date 05/01/2018- 160 Hours Per Month- 160 Hours During Trading 2. 07/10/2025- WEALTHGUARD OF NY LLC- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 05/01/2018- 160 Hours Per Month- 160 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-11-22 |
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