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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-07-10 |
Branch Locations
1618 East Pleasant Valley Blvd, Altoona, PA 16602 • United States
Clifton Park, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unum Provident Mutual | Albany | NY | 03/2004 | Present |
| Guardian Life Insurance | East Syracuse | NY | 03/2003 | Present |
| Specific Solutions | Williamsville | NY | 01/2001 | Present |
| Princor | Clifton Park | NY | 01/2008 | 12/2016 |
| Cadaret, Grant & Co., Inc. | Clifton Park | NY | 01/2017 | Present |
| Lpl Financial Llc | Clifton Park | NY | 07/2025 | Present |
1- 06/2025 / UNUM Provident Mutual / Non-Variable Insurance / Investment Related / 5 hrs mth / 5 hrs during trading / Enfield, CT / Start date: 03/01/2004 2- 06/2025 / Guardian Life Insurance Company / Non-Variable Insurance / Investment Related / 1 hrs mth / 1 hrs during trading / Syracuse, NY / Start date: 03/03/2003 3- 06/2025 / Specific Solutions, Inc. / Non-Variable Insurance / Investment Related / 20 hrs mth / 20 hrs during trading / Williamsville, NY / Start date: 01/01/2001
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-06-11 |
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