Best Investors Account Sign in

Tyler J Shufelt

LPl Enterprise, LLC

Pittsford, NY

Claim This Profile
Current Employers
Lpl Enterprise, Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-05-05
  • NY RA
    APPROVED
    Since 2025-05-05

Branch Locations

1000 Pittsford Victor Road Suite 2E, Pittsford, NY 14534 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Panera Bread Victor NY 08/2022 02/2024
Full Time Student Victor NY 08/2017 12/2023
L.L. Bean Victor NY 10/2015 12/2017
New York Life Victor NY 02/2024 01/2025
Nylife Securities Llc Victor NY 03/2024 01/2025
Lpl Enterprise Fort Mill SC 01/2025 Present
  • 08/2022 → 02/2024
    Panera Bread
    Victor, NY
  • 08/2017 → 12/2023
    Full Time Student
    Victor, NY
  • 10/2015 → 12/2017
    L.L. Bean
    Victor, NY
  • 02/2024 → 01/2025
    New York Life
    Victor, NY
  • 03/2024 → 01/2025
    Nylife Securities Llc
    Victor, NY
  • 01/2025 → Present
    Lpl Enterprise
    Fort Mill, SC
Other Businesses

1) 04/01/2026-Crump-Agent-Non-Variable Insurance-Inv related-At East Syracuse, NY-Start date 09/01/2025-20hrs/mth-20hrs/mth during trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-22
S63 Uniform Securities Agent State Law Examination 2025-03-13
  • S65 Uniform Investment Adviser Law Examination
    2025-04-22
  • S63 Uniform Securities Agent State Law Examination
    2025-03-13

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ARMBRUSTER CAPITAL MANAGEMENT, INC.
KICKSTAND WEALTH ADVISORS
MARK ANDREW PAGANELLI
MORGAN STANLEY
CHARLES SCHWAB & CO., INC.
COMMONWEALTH FINANCIAL NETWORK
OSAIC WEALTH, INC.

Other Investors

Christopher M Leone
Matthew A Kilmer
Matthew M Matteson
Jason R Alexander
Angelo J Ponticello
GARY M FITCH
Jessica Royston
JACQUELINE M SINCLAIR-PARKER

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PITTSFORD, NY
ARMBRUSTER CAPITAL MANAGEMENT, INC. · PITTSFORD, NY
KICKSTAND WEALTH ADVISORS · PITTSFORD, NY
MARK ANDREW PAGANELLI · PITTSFORD, NY
MORGAN STANLEY · Pittsford, NY
CHARLES SCHWAB & CO., INC. · Pittsford, NY
COMMONWEALTH FINANCIAL NETWORK · Pittsford, NY
COMMONWEALTH FINANCIAL NETWORK · PITTSFORD, NY

More in Pittsford, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor