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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-10-13 |
| NY | RA | APPROVED | 2023-10-12 |
Branch Locations
6400 Sheridan Dr Ste 206, Williamsville, NY 14221 • United States
6400 Sheridan Drive, Amherst, NY 14221 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Janney Montgomery Scott Llc | Williamsville | NY | 04/2006 | 10/2023 |
| Lpl Financial Llc | Amherst | NY | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 1987-08-28 |
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