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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-11-14 |
Branch Locations
W Henrietta, NY • United States
1000 Pittsford Victor Road Suite 2E, Pittsford, NY 14534 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Highland Hospital | Rochester | NY | 12/2023 | Present |
| Unemployed | West Henrietta | NY | 08/2023 | 12/2023 |
| Roberts Wesleyan College | Rochester | NY | 07/2018 | 04/2023 |
| University Of Rochester Medical Center | Rochester | NY | 09/2006 | 10/2018 |
| University Of Rochester Medical Center | Rochester | NY | 05/2023 | 08/2023 |
| New York Life Insurance Company | Victor | NY | 02/2024 | 06/2024 |
| Nylife Securities Llc. | Victor | NY | 07/2024 | 07/2024 |
| Pruco Securities, Llc. | Pittsford | NY | 07/2024 | 11/2024 |
| The Prudential Insurance Company Of America | Pittsford | NY | 09/2024 | Present |
| Lpl Enterprise, Llc | Pittsford | NY | 11/2024 | Present |
1. 05/14/2025 - Jayne Knowlton - Non-Variable Insurance - West Henrietta, NY - INV REL - Start Date 07/01/2025 - 5hrs/mth 2. 07/21/2025-Jayne Knowlton-Registered Social Security Analyst-Not inv related-At West Henrietta-NY-Start date 07/14/2025-10hrs/mth-5hrs/mth during trading 3. 03/06/2026-Town of Pittsford Recreation-Instructor-Speaker/ Seminar/ Workshops-Inv related-At West Henrietta, NY-Start date 07/06/2026-4hrs/mth-2hrs/mth during trading 4. 09/19/2025-Core Connect staffing placed at WaterView Heights-Per Diem Staff Occupational Therapist-Outside/W-2 Employment-Not inv related-At Rochester, NY-Start date 10/03/2025-30hrs/mth-30hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-09-12 |
| S65 | Uniform Investment Adviser Law Examination | 2024-07-06 |
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