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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-02-25 |
Branch Locations
100 Allens Creek Road Suite 120, Rochester, NY 14618 • United States
100 Allens Creek Road, Suite 120, Rochester, NY 14618 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Co | Rochester | NY | 12/2015 | 01/2024 |
| Mml Investors Services, Llc | Rochester | NY | 09/2016 | 01/2024 |
| Vision Financial Group/Massmutual Life Insurance Co. | Rochester | NY | 01/2024 | 01/2026 |
| Mml Investors Services Llc | Rochester | NY | 01/2026 | 01/2026 |
| Lpl Financial Llc | Rochester | NY | 01/2026 | Present |
1.01/2026 - Paul Ognenovski - Property and Casualty -Inv Related - 20 Hour(s)/Month - 20 Hour(s) During Trading - Rochester NY 14606 - OBA Start Date: 06/01/2017 2.01/2026 - Paul Ognenovski - Non-Variable Insurance -Inv Related - 10 Hour(s)/Month - 10 Hour(s) During Trading - Rochester NY 14624- OBA Start Date: 10/12/2018 3.01/2026 - Creekside Capital Management - DBA for LPL Business (entity for LPL business) - Inv Related - 140 Hour(s)/Month - 140 Hour(s) During Trading - At Reported Business Location (s) - OBA Start Date: 01/26/2026
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-05-24 |
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