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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-11 |
| NY | RA | APPROVED | 2026-01-22 |
Branch Locations
6225 Sheridan Drive Suite 206, Williamsville, NY 14221 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hafner Financial Group | Williamsville | NY | 09/2023 | Present |
| Efpr Group | Williamsville | NY | 10/2022 | 08/2023 |
| Freed Maxick Cpas | Buffalo | NY | 01/2022 | 08/2022 |
| Montana International | Grand Island | NY | 06/2021 | 01/2022 |
| M&T Bank | Buffalo | NY | 06/2019 | 08/2019 |
| Yogenfruz | Cheektowaga | NY | 06/2017 | 01/2022 |
| N/A - Unemployed | Cheektowaga | NY | 01/2015 | 06/2017 |
| Lpl Financial | Williamsville | NY | 07/2025 | Present |
1.10/2025 - Hafner Financial Group - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hrs/Mth - 32.5 Hrs During Trading - At Reported Business Location(s) - OBA Start Date: 10/07/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-21 |
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