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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-11 |
| NY | RA | APPROVED | 2025-07-10 |
| PA | RA | APPROVED | 2025-07-10 |
| TX | RA | APPROVED | 2025-07-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Next Financial Group Inc | Dunkirk | NY | 05/2013 | Present |
| Lpl Financial Llc | Dunkirk | NY | 07/2025 | Present |
1. 07/10/2025- EFJI Properties- Business Entity For Tax/Investment Purposes Only- Not INV Related- At Reported Business Location(s)- Start date 09/24/2020 2. 07/10/2025- PlanningWealth WNY-Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 01/01/2024- 20 Hours Per Month- 5 Hours During Trading 3. 07/10/2025-PlanningWealth WNY- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 01/01/2024- 160 Hours Per Month- 120 Hours During Trading 4. 07/10/2025- Fundamental Wealth Management- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 12/15/2014 5. 07/10/2025- Fundamental Wealth Management-Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 06/01/2013- 20 Hours Per Month- 5 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-15 |
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