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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-04-20 |
Branch Locations
3 Lear Jet Ln Stes 200N & 201N, Latham, NY 12110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcquaid Jesuit High School | Rochester | NY | 09/2015 | 05/2022 |
| Budget Blinds Of Northwest Rochester | Irondequoit | NY | 05/2020 | 07/2021 |
| Panera Bread | Webster | NY | 07/2021 | 11/2021 |
| Go Carwash | Greece | NY | 01/2022 | 07/2022 |
| Paychex | Henrietta | NY | 06/2023 | 08/2023 |
| Lpl Financial | Latham | NY | 02/2024 | Present |
| Siena College | Loundonville | NY | 08/2022 | Present |
1) 08/05/2024 - Empire Financial Advisors - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Inv Related - Start date: 03/01/2024 - 160 Hrs/Mth - 160 Hrs During Trading. 2) 06/17/2025 - Verant Wealth - Investment Related - DBA for LPL Business (entity for LPL business) - At reported business location(s) - Start Date:06/01/2025 - 80 Hrs/Mth - 80 Hrs During Trading. 3) 02/20/2026 - Brigitte Murphy Wealth Management, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 02/05/2026 - 40 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-17 |
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