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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-02-12 |
Branch Locations
1000 Pittsford Victor Road Suite 2E, Pittsford, NY 14534 • 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 |
|---|---|---|---|---|
| Canandaigua City School District | Canandaigua | NY | 07/2010 | 09/2016 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 09/2016 | 01/2026 |
| Northwestern Mutual Investment Services Llc | Pittsford | NY | 09/2016 | 01/2026 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 09/2016 | 01/2026 |
| Lpl Enterprise, Llc | Pittsford | NY | 01/2026 | Present |
1. 01/07/2026 - Non-Variable Insurance - Non-Variable Insurance - Pittsford, NY - INV REL - Start Date: 11/03/2016 - 5 Hrs/Mth - 5 Hrs During Trading 2. 01/07/2026 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - Pittsford, NY - INV REL - Start Date: 12/15/2025 - 160 Hrs/Mth - 160 Hrs During Trading 3. 01/07/2026 - Patrick Case N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - Pittsford, NY - INV REL - Start Date: 12/15/2025 - 160 Hrs/Mth - 160 Hrs During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-06 |
| S63 | Uniform Securities Agent State Law Examination | 2017-05-16 |
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