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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-10-27 |
Branch Locations
500 Canal View Blvd, Suite 500, Rochester, NY 14623 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
500 Canal View Blvd Ste 500, Rochester, NY 14623 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Webster Thomas High School | Webster | NY | 09/2014 | 06/2018 |
| Webster Parks And Recreation Department | Webster | NY | 06/2017 | 08/2017 |
| Webster Parks And Recreation Department | Webster | NY | 03/2018 | 05/2018 |
| Webster Parks And Recreation Department | Webster | NY | 06/2018 | 08/2018 |
| Webster Parks And Recreation Department | Webster | NY | 06/2019 | 08/2019 |
| Webster Parks And Recreation Department | Webster | NY | 06/2020 | 08/2020 |
| University Of Dayton | Dayton | OH | 08/2018 | 05/2022 |
| Sands Constellation Heart Instiute | Rochester | NY | 07/2021 | 11/2023 |
| Lincoln Financial | Rochester | NY | 11/2023 | 10/2025 |
| Osaic Wealth, Inc. | Rochester | NY | 01/2025 | 10/2025 |
| Lpl Financial | Rochester | NY | 10/2025 | Present |
1. 09/2025 - Bridgewell Advisors - DBA for LPL Business (entity for LPL business) - Investment related - 160 Hrs/Mth - 8 Hrs During Trading - At Reported Business Location(s) - OBA start date: 10/27/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-12 |
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