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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-06-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Co Of America | Buffalo | NY | 09/2011 | 06/2025 |
| Park Avenue Securities Llc | Buffalo | NY | 09/2011 | 06/2025 |
| Guardian Life Insurance Company | Snyder | NY | 06/2024 | 06/2025 |
| Park Avenue Securities | Snyder | NY | 06/2024 | 06/2025 |
| Lpl Financial, Llc | Orchard Park | NY | 06/2025 | Present |
1 - 05/2025 - Fixed Annuities Sales and Service - Inv Related - 1 Hour/Month - 1/2 Hour During Trading - Williamsville NY - OBA Start Date: 01/01/2022
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-10-11 |
| S63 | Uniform Securities Agent State Law Examination | 1987-12-23 |
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