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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-02-27 |
| NY | RA | APPROVED | 2024-02-26 |
Branch Locations
200 John James Audubon Pkwy Ste 100, Amherst, NY 14228 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Msi Financial Services | Amherst | NY | 08/2016 | 03/2017 |
| Massmutual Life Insurance Co. | Amherst | NY | 08/2016 | 02/2024 |
| Mml Investors Services, Llc | Amherst | NY | 03/2017 | 02/2024 |
| Lpl Financial | Amherst | NY | 02/2024 | Present |
1) 02/2024 - WEALTH MANAGEMENT GROUP & ASSOCIATES / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s)160 Hrs per month / 100% Time Spent 2) 02/2024 - DAVID G SCHILLING / Non-Variable Insurance / Inv. Related / Amherst, New York / Start date 02/26/2024 - 1 hrs per month - 1 % Time Spent - 1 Hrs per month 3) 02/2024 - 65 BRYANT WOODS SOUTH LLC / Business entity for real estate investment / Real Estate Rental / No Inv. Related / 14228, NY / Start date 02/01/2004 - 1 hrs per month - 1 % Time Spent - 1 Hrs per month
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-08-10 |
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