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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-04-15 |
Branch Locations
14 Franklin St. Suite 820, Rochester, NY 14604 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 11/2022 | 01/2025 |
| Mc Management | Rochester | NY | 07/2022 | Present |
| Just Solutions Inc | Fairport | NY | 04/2015 | 03/2020 |
| Unemployed | Rochester | NY | 03/2020 | 07/2021 |
| Field Nation | Minneapolis | MN | 07/2021 | 04/2024 |
| Elderly Care Guidance Llc | Rochester | NY | 01/2020 | 04/2025 |
| Lpl Enterprise | Pittsford | NY | 04/2025 | Present |
1. 04/07/2025 - MC Management - Outside/W-2 Employment - Non Inv Related - Rochester, NY - Start Date 07/01/2022 - 8hrs/MTH 2. 04/07/2025-N/A Non-Variable Insurance-Non-Variable Insurance/Insurance Agency-Inv related-At Rochester, NY-Start date 04/07/2025-160hrs/mth-160hrs/mth during trading 3. 04/07/2025-Prudential Advisors-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 04/07/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-13 |
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