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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-04-18 |
Branch Locations
180 S Clinton Ave, Rochester, NY 14604 • United States
1621 South Ave, Syracuse, NY 13207 • United States
3701 W Genesee St, Syracuse, NY 13219 • United States
80 Oriskany Blvd, Whitesboro, NY 13492 • United States
314 Waring Road, Rochester, NY 14609 • United States
3175 Chili Ave., Rochester, NY 14624 • United States
602 Rowley Rd., Victor, NY 14564 • United States
28 E. Main St., Rochester, NY 14614 • United States
6712 Clover Rd, Castile, NY 14427 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Mutual Life Ins. Co. | Des Moines | IA | 07/1992 | 09/2016 |
| Lpl Financial Llc | Orchard Park | NY | 10/2016 | Present |
| Specific Solutions | Williamsville | WA | 06/2015 | 10/2016 |
| Silver Grove Advisory Services | Orchard Park | NY | 03/2017 | 04/2022 |
| M&T Bank | Rochester | NY | 04/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-05-17 |
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