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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-03-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Co | Rochester | NY | 05/2023 | 01/2024 |
| Mml Investors Services, Llc | Rochester | NY | 09/2023 | 01/2024 |
| Rochester Institute Of Technology Its | Rochester | NY | 02/2020 | 05/2023 |
| Cobblestone Capital Advisors | Rochester | NY | 05/2022 | 08/2022 |
| Best Buy | Buffalo | NY | 06/2021 | 07/2021 |
| Buffalo Car Care | Buffalo | NY | 05/2021 | 06/2021 |
| Fresenius Kabi | Grand Island | NY | 12/2020 | 01/2021 |
| Fresenius Kabi | Buffalo | NY | 04/2020 | 07/2020 |
| Scotch N' Sirloin | Buffalo | NY | 12/2019 | 01/2020 |
| Macy's Inc. | Amherst | NY | 10/2018 | 02/2019 |
| Save-A-Lot | Buffalo | NY | 07/2017 | 09/2017 |
| Scotch N' Sirloin | Buffalo | NY | 03/2019 | 08/2019 |
| Canisius High School | Buffalo | NY | 09/2015 | 05/2019 |
| Rochester Institute Of Technology | Rochester | NY | 08/2019 | 05/2023 |
| Lpl Financial | Rochester | NY | 02/2024 | Present |
1- 03/14/2024 - Resarch Financial Group - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Inv Related - Start date: 2/20/2024 - 160 Hrs/Mth - 8 Hrs During Trading. 2- 03/14/2024 - NYS Department of Financial Services - Non-Variable Insurance - At Reported Business Location(s) - Inv Related - Start date: 5/21/2023 - 0 Hrs/Mth - 0 Hrs During Trading. 3- 03/14/2024 - NYS Department of Financial Services - Non-Variable Insurance Trails - At Reported Business Location(s) - Inv Related - Start date: 5/21/2023 - 0 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-08 |
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