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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-03-23 |
Branch Locations
One Fountain Plz 10Th Flr, Buffalo, NY 14203 • United States
400 West Cummings Park, Woburn, MA 01801 • United States
8 Lyman Street, Westborough, MA 01581 • United States
322 Maple St, Marlborough, MA 01752 • United States
775 Main Street, Waltham, MA 02451 • United States
1070 Lexington Street, Waltham, MA 02452 • United States
218 Cambridge Street, Boston, MA 02114 • United States
51 Commercial St, Malden, MA 02148 • United States
247 Main Street, Wilmington, MA 01887 • United States
75 Gold Star Boulevard, Worcester, MA 01605 • United States
491 Shrewsbury Street, Worcester, MA 01604 • United States
33 Austin Street, Newtonville, MA 02460 • United States
564 Main St, Shrewsbury, MA 01545 • United States
310 Broadway, Revere, MA 02151 • United States
50 Milk Street, Boston, MA 02110 • United States
123 Seaport Boulevard, Boston, MA 02210 • United States
10 George Street, Lowell, MA 01852 • United States
500 Boylston St, Boston, MA 02116 • United States
485 Massachusetts Avenue, Cambridge, MA 02139 • United States
4 Mower St, Worcester, MA 01602 • United States
120 Front St, Worchester, MA 01608 • United States
357 Beacham Street, Chelsea, MA 02150 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | Buffalo | NY | 01/2022 | 03/2026 |
| Tim Hortons | Amherst | NY | 12/2016 | 08/2021 |
| Alfred State College | Alfred | NY | 08/2020 | 05/2022 |
| Sweet Home School District | Amherst | NY | 06/2013 | 05/2018 |
| Park Avenue Securities | Buffalo | NY | 07/2023 | 03/2026 |
| Lpl Financial | Buffalo | NY | 03/2026 | Present |
| M&T Bank | Buffalo | NY | 03/2026 | Present |
1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name Wilmington Advisors @ M&T - Inv Rel - At Reported Business Location (s) - Start Date : 03/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-29 |
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