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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-12-17 |
Branch Locations
1000 Pittsford Victor Rd Ste 2P, Pittsford, NY 14534 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 07/2024 | 12/2024 |
| Insero & Co. Cpas, Llp | Rochester | NY | 01/2022 | 06/2024 |
| Suny At Brockport | Brockport | NY | 07/2021 | 01/2022 |
| Wegmans Food Markets | Geneseo | NY | 06/2013 | 06/2021 |
| Lpl Enterprise | Fort Mill | SC | 12/2024 | Present |
1) 3/03/2026-Greencrest Financial Strategies-Founder-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 03/20/2026-20hrs/mth-0hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-21 |
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