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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-01-27 |
Branch Locations
100 Allens Creek Road Suite 120, Rochester, NY 14618 • United States
100 Allens Creek Road, Suite 120, Rochester, NY 14618 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual | Rochester | NY | 02/2007 | 01/2026 |
| Mml Investors Services Inc | Rochester | NY | 03/2007 | 01/2026 |
| Lpl Financial Llc | Rochester | NY | 01/2026 | Present |
1. 01/2026 - Taylor Collins - Non-Variable Insurance - Inv Related - 170 Hour(s)/Month - 170 Hour(s) During Trading - Rochester, NY, 14618 - OBA Start Date: 05/21/2006 2. 01/2026 - Creekside Capital Management LLC - DBA for LPL Business (entity for LPL business) - Inv Related - 170 Hour(s)/Month - 170 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 1/26/2026 3. 01/2026 - Collins Advisory - Business Entity For Tax/Investment Purposes Only - Inv Related - 0 Hour(s)/Month - 0 Hour(s) During Trading - Rochester, NY, 14618 - OBA Start Date: 01/03/2023
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-08-28 |
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