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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-06-02 |
Branch Locations
500 Plum St Ste 301, Syracuse, NY 13204 • United States
Cayuga, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Terzolo Financial Group, Inc | Camillus | NY | 05/2023 | 12/2024 |
| Cetera Financial Specialists Llc | Camillus | NY | 09/2023 | 12/2024 |
| Marcellus Youth Soccer | Marcellus | NY | 09/2016 | 06/2019 |
| Camillus Ridge Terrace | Camillus | NY | 08/2019 | 09/2021 |
| Walgreens | Camillus | NY | 04/2021 | 06/2023 |
| Le Moyne College | Syracuse | NY | 10/2022 | 05/2023 |
| Tops Friendly Markets | Camillus | NY | 06/2023 | 08/2023 |
| Student | Marcellus | NY | 08/2013 | 09/2016 |
| Lpl Financial, Llc | Liverpool | NY | 01/2025 | 05/2025 |
| Lpl Enterprise, Llc | Syracuse | NY | 05/2025 | Present |
1. 05/21/2025 - MATTHEW PAUL VITALE (N/A Non-Variable Insurance) - Non-Variable Insurance/Insurance Agency - Camillus, NY - INV REL - Start Date 05/16/2025 - 160hrs/mth 2. 05/21/2025 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - Camillus, NY - INV REL - Start Date 05/16/2025 - 160hrs/mth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 2024-07-16 |
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