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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-07-10 |
| NY | RA | APPROVED | 2021-08-03 |
Branch Locations
121 North Main Street, Oakfield, NY 14125 • United States
Wake Forest, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waldron Financial Group | Oakfield | NY | 01/1998 | Present |
| Lpl Financial Llc | Oakfield | NY | 06/1998 | Present |
1. 11/21/2003 - WALDRON FINANCIAL GROUP, INC. - INV REL - AT REPORTED LOCATION - DBA for LPL Business (entity for LPL business) 2. 10/28/2004 - OTHER-BUSINESS ENTITY FOR ACCOUNTING PURPOSES ONLY - WALDRON GROUP, INC. - FOR ACCOUNTING PURPOSES ONLY - OAKFIELD, NY. 3. 05/01/2006 - Non-Variable Insurance - INV REL
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-07-17 |
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