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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
625 Panorama Trail Bldg 1 Suite 107, Rochester, NY 14625 • 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 |
|---|---|---|---|---|
| Next Financial Group | Rochester | NY | 10/2009 | 07/2025 |
| Lpl Financial Llc | Rochester | NY | 07/2025 | Present |
1- 07/2025 - Kobel Consulting - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 09/15/1985 - 30 hours per month/ 0 hours during trading 2- 07/2025 - Kobel Financial Planning - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 10/09/1999 - 130 hours per month/ 130 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-09-29 |
| S63 | Uniform Securities Agent State Law Examination | 1985-08-14 |
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