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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-02-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Williamsville | NY | 09/2018 | 07/2021 |
| Tops Markets Llc | Amherst | NY | 08/2012 | 08/2017 |
| Follett Corporation | Buffalo | NY | 08/2015 | 08/2017 |
| Ruffalo Noel Levitz | Amherst | NY | 07/2016 | 05/2018 |
| Swarovski | Cheektowaga | NY | 07/2018 | 09/2018 |
| Suny University At Buffalo | Buffalo | NY | 08/2014 | 05/2018 |
| Bank Of America, N.A. | Williamsville | NY | 10/2018 | 07/2021 |
| Raymond James Financial Services Advisors, Inc. | Buffalo | NY | 07/2021 | 10/2025 |
| Raymond James Financial Services, Inc. | Buffalo | NY | 07/2021 | 10/2025 |
| Plail Wealth Management Inc. | Williamsville | NY | 01/2025 | 10/2025 |
| Lpl Financial | Buffalo | NY | 02/2026 | Present |
| Jensen, Marks, Langer & Vance Llc | Buffalo | NY | 02/2026 | Present |
| Unemployed | Williamsville | NY | 10/2025 | 02/2026 |
1) 01/16/2026 - Jensen, Marks, Langer & Vance LLC / DBA LPL Business (entity for LPL business) Inv Related / At reported business location (s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-29 |
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