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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-08-18 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
2146 Penfield Rd, Penfield, NY 14526 • United States
2146 Penfield Road, Penfield, NY 14526 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services, Llc | Rochester | NY | 08/2023 | 08/2025 |
| Massmutual Life Insurance Co | Rochester | NY | 08/2023 | 08/2025 |
| Comfort Windows Co, Inc. | Syracuse | NY | 02/2019 | 09/2022 |
| Utica City Fc | Utica | NY | 09/2018 | 07/2025 |
| Ian Mcintyre Soccer Inc. | Jamesville | NY | 04/2016 | 11/2018 |
| Syracuse Development Academy | Syracuse | NY | 07/2016 | 03/2019 |
| Syracuse Pro Sports-Syracuse Silver Knights | Syracuse | NY | 01/2016 | 04/2018 |
| The Summit Federal Cu | Penfield | NY | 08/2025 | Present |
| Lpl Financial Llc | Penfield | NY | 08/2025 | Present |
1) 07/2025 - The Summit Retirement & Investment Services 2) 07/2025 - FULL-STRETCH GOALKEEPING ACADEMY / Owner of Business / Coach/Sports/Fitness 5 / Non Inv Related / Rochester, NY 14616 / Start date 10/01/2021 - 8 hrs per month - 5 % time spent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-10 |
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