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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-04-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup | Getzville | NY | 07/2018 | 12/2019 |
| Citigroup | Getzville | NY | 08/2015 | 06/2018 |
| Wny Asset Management | Williamsville | NY | 02/2021 | 01/2025 |
| Emerge Capital Management | Buffalo | NY | 12/2019 | 04/2021 |
| Cadaret Grant & Co., Inc. | Williamsville | NY | 10/2021 | 01/2025 |
| Wny Asset Management, Llc | Williamsville | NY | 05/2022 | 01/2025 |
| Wny Asset Management, Llc | Williamsville | NY | 04/2021 | 01/2025 |
| Cadaret Grant & Co. | Williamsville | NY | 01/2022 | 01/2025 |
| Moldenhauer & Associates | Orchard Park | NY | 03/2025 | 07/2025 |
| Commonwealth Financial Network | Waltham | MA | 03/2025 | 07/2025 |
| Lpl Financial | Buffalo | NY | 04/2026 | Present |
| Unemployed | Cheektowaga | NY | 07/2025 | 04/2026 |
1. 04/2026 - Jensen Marks Langer & Vance, LLC - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 04/01/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-09 |
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