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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
197 Downer Street, Baldwinsville, NY 13027 • United States
1537 Milton Ave, Solvay, NY 13209 • United States
7421 Oswego Road, Liverpool, NY 13090 • United States
628 S. Main Street, North Syracuse, NY 13212 • United States
6828 East Genesee Street, Fayetteville, NY 13066 • United States
3201 West Genesee Street, Syracuse, NY 13219 • United States
7895 Brewerton Road, Cicero, NY 13039 • United States
109 South Warren Street, Syracuse, NY 13202 • United States
100 Madison Street Suite 1300, Syracuse, NY 13202 • United States
56 Genesee Street, Camillus, NY 13031 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 02/2017 | 06/2020 |
| Axa Us | Syracuse | NY | 02/2017 | 06/2020 |
| Rite Aid | Chittenango | NY | 10/2015 | 02/2017 |
| Equitable Advisors, Llc | New York | NY | 02/2017 | 03/2024 |
| Equitable | Syracuse | NY | 02/2017 | 03/2024 |
| Cadaret, Grant & Co., Inc. | Solvay | NY | 03/2024 | Present |
| Lpl Financial Llc | Syracuse | NY | 07/2025 | Present |
1) Solvay Bank, 1537 Milton Avenue, Solvay, NY 13209, March 2024 to present, investment related, salaried employee, 160 hours per month, 140 hours during trading, DBA providing investment and securities related advice, Trust & Investment Officer; 2) Insurance sales, fixed annuities, life/health, LTC, Solvay Bank, 1537 Milton Avenue, Solvay, NY 13209, investment related, March 2024 to present, 10 hours per month, 5 hours during trading time, salaried employee, sales of insurance products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 2017-04-28 |
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