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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
6470 New Taylor Road, Orchard Park, NY 14127 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Crickets Coffe Company | Geneseo | NY | 11/2021 | 05/2022 |
| Derrick Corp | Cheektowaga | NY | 05/2022 | 08/2022 |
| Clover Managment | Williamsville | NY | 01/2020 | 09/2021 |
| Campus Auxiliary Services | Geneseo | NY | 06/2018 | 01/2020 |
| Northgate Healthcare | North Tonawanda | NY | 06/2017 | 06/2018 |
| School | Sanbron | NY | 01/2013 | 06/2018 |
| Guardian Life Insurance Company | Buffalo | NY | 09/2022 | Present |
| Park Avenue Securities | Buffalo | NY | 03/2023 | 09/2023 |
| Cadaret Grant & Co., Inc. | Orchard Park | NY | 09/2023 | Present |
| Lpl Financial Llc | Orchard Park | NY | 07/2025 | Present |
1.10/03/2025- ClearPlan Financial, Inc. - DBA for LPL Business (entity for LPL business) - At reported business location(s) - Inv Rel - Start date: 09/12/2023 - 160hrs/mnth during Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-08 |
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