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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-02-18 |
| SC | RA | APPROVED | 2026-02-18 |
| TX | RA | APPROVED | 2026-02-18 |
Branch Locations
1055 Lpl Way, Fort Mill, SC 29715 • United States
Honeoye Falls, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Financial Services | Woburn | MA | 11/2017 | 04/2018 |
| Infinity Appointments | Rochester | NY | 10/2017 | 10/2017 |
| Unemployed | Rochester | NY | 05/2017 | 10/2017 |
| Davidson Fink Llp | Rochester | NY | 09/2015 | 05/2017 |
| Foresters Financial Services | Woburn | MA | 04/2018 | 06/2019 |
| Purshe Kaplan Sterling Investments, Inc | Albany | NY | 01/2020 | 05/2021 |
| Foresters Financial Services | Woburm | MA | 06/2019 | 08/2019 |
| Unemployed | Honeoye Falls | NY | 08/2019 | 01/2020 |
| Unemployed | Albany | NY | 05/2021 | 06/2021 |
| Purshe Kaplan Sterling Investments | Albany | NY | 07/2021 | 05/2024 |
| Cetera Investment Services Llc | St. Cloud | MN | 05/2024 | 04/2025 |
| Cetera Investment Advisers Llc | Honeoye Falls | NY | 10/2024 | 04/2025 |
| Northwestern Mutual Investment Services Llc | Milwaukee | WI | 12/2025 | 01/2026 |
| Unemployed | Honeoye Falls | NY | 04/2025 | 12/2025 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 12/2025 | 01/2026 |
| Lpl Financial Llc | Fort Mill | SC | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 2018-02-12 |
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