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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-04-14 |
| NY | RA | APPROVED | 2024-02-26 |
Branch Locations
200 John James Audubon Pkwy Ste 100, Amherst, NY 14228 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Phoenix Home Life | Williamsville | NY | 08/1994 | Present |
| Metlife Securities Inc. | Iselin | NJ | 05/2004 | 03/2017 |
| Mml Investors Services, Llc | Amherst | NY | 03/2017 | 02/2024 |
| Massmutual Life Insurance Company | Amherst | NY | 06/2017 | 02/2024 |
| Lpl Financial | Amherst | NY | 02/2024 | Present |
1) 02/2024 - The Sports Collectors Connection / Business owner / Owner; buy, trade, sell sports memorabilia / Not Inv. Related / Amherst, NY / Start date 09/01/1988 - 1 Hrs per month - 1 % Time Spent - 2) 02/2024 - Wealth Management Group and Associates / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s)160 Hrs per month / 95% Time Spent 3) 02/2024 - Wealth Management Group and Associates / Non-Variable Insurance / Inv. Related / Amherst, NY / Start date 05/01/1978 - 2 Hrs per month - 1% Time Spent 4) 02/2024 - Robert Schilling / Owner / Real Estate Rental / Inv. Related / 4222, 14228 , NY / Start date 08/01/1985 - 2 Hrs per month - 2 % Time Spent
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-09-08 |
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