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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-02-28 |
Branch Locations
3640 James St, Syracuse, NY 13206 • United States
250 S. Clinton St. 4Th Floor, Syracuse, NY 13202 • United States
4668 Onondaga Blvd, Syracuse, NY 13219 • United States
5170 W. Taft Rd., Clay, NY 13212 • United States
2300 Downer St, Baldwinsville, NY 13027 • United States
Constantia, NY • United States
424 Grant Blvd, Syracuse, NY 13206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Upstate Minority Economic Alliance Intern | Syracuse | NY | 12/2017 | 05/2018 |
| Cny Centro | Syracuse | NY | 05/2015 | 10/2023 |
| M&T Bank | Syracuse | NY | 06/2018 | Present |
| Lpl Financial Llc | Syracuse | NY | 09/2022 | Present |
1)9/2022 - M&T Bank- notary- inv. related- at reported business location(s)- start dat 8/19/2019- 0hrs 2) 9/222- M&T Bank- Financial Institution Duty- Branch Manager- inv. related- at reported business location(s)- start dat 6/1/2018- 160hrs/mth 3) 11/17/2023 - WAAM - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 03/01/2023 - 160 Hours Per Month/ 8 Hours During Trading 4) 01/05/2024 - Wilmington Advisors @M&T - Inv related - At Reported Business location(s) - DBA for LPL Business (entity for LPL business)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-25 |
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