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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-11-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Monroe Community College | Rochester | NY | 01/2018 | 05/2019 |
| University Of Rochester | Rochester | NY | 06/2019 | 05/2021 |
| N/A | Rochester | NY | 06/2021 | 02/2022 |
| Conserve | Fairport | NY | 03/2022 | 06/2022 |
| Amazon | Rochester | NY | 05/2020 | 12/2020 |
| N/A | Rochester | NY | 10/2014 | 12/2018 |
| Cooper/Haims Advisors , Llc | Victor | NY | 07/2022 | Present |
| Lpl Financial | Victor | NY | 10/2024 | Present |
1- 07/2024 / ESL Investment Services / DBA for LPL Business (entity for LPL business) / Investment Related / 80 hrs mth / 20 hrs during trading / At reported business location(s) 2- 07/2024 / OMER YILDIZ / Real Estate Rental / Investment Related / 8 hrs mth / Rochester, NY / Start date: 08/25/2023 3- 07/2024 / Cooper/Haims Advisors, LLC / Financial Institution Duty / Investment Related / 80 hrs mth / 20 hrs during trading / Victor NY / Start date: 3/25/2024
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