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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-10-27 |
| TX | RA | APPROVED | 2025-10-27 |
Branch Locations
500 Canal View Blvd Ste 500, Rochester, NY 14623 • United States
500 Canal View Blvd, Suite 500, Rochester, NY 14623 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Rochester | NY | 06/1998 | 01/2025 |
| Osaic Wealth, Inc. | Rochester | NY | 01/2025 | 10/2025 |
| Lpl Financial | Rochester | NY | 10/2025 | Present |
1. 09/2025 - Bridgewell Advisors - DBA for LPL Business (entity for LPL business) - Investment related - 160 Hrs/Mth - 8 Hrs During Trading - At Reported Business Location(s) - OBA start date: 10/27/2025 2. 09/2025 - Michael S.Johnson - Non-Variable Insurance - Investment related - 02 Hrs/Mth - 00 Hrs During Trading - Rochester, NY 14623 - OBA start date: 09/15/2025
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-05-13 |
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