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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-03 |
| NJ | RA | APPROVED | 2018-04-24 |
Branch Locations
6199 Sunrise Hwy, Massapequa, NY 11758 • United States
265 N. Broadway, Hicksville, NY 11801 • United States
100 Duffy Ave, Hicksville, NY 11801 • United States
14 Conklin Street, Farmingdale, NY 11735 • United States
1092 Old Country Road, Plainview, NY 11803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital One Investing, Llc | Melville | NY | 06/2015 | 04/2018 |
| Lpl Financial Llc | Plainview | NY | 04/2018 | Present |
| Sterling National Bank | Bay Shore | NY | 04/2018 | 05/2019 |
| Flagstar Bank | Plainview | NY | 04/2018 | Present |
1. 02/02/2024 - Flagstar Wealth Services - Inv related - AT Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 2/2/2024
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 2004-07-14 |
| S65 | Uniform Investment Adviser Law Examination | 2004-06-28 |
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