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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 |
Branch Locations
500 Express Drive So, Ste. 1 1St Floor, West Brentwood, NY 11717 • 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 |
|---|---|---|---|---|
| Planmember Securities Corporation | Carpinteria | CA | 06/2018 | 08/2019 |
| Mutual Inc. | Brentwood | NY | 06/2018 | 08/2019 |
| Lpl Financial Llc | West Brentwood | NY | 08/2019 | Present |
| Long Island Wealth Management | Syosset | NY | 06/2016 | 06/2018 |
1)08/01/2019 - Blue Line Wealth Management - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 08/2019 - 120 hr/mth 2)08/01/2019 - Soverign Consulting Solutions - Business Entity For Tax/Investment Purposes Only - inv rel - at reported business location(s) - start: 04/2014 3)07/24/2019 - JB Greco & Associates - Insurance Agency - inv rel - at reported business location(s) - start: 04/2014 - 30 hr/mth 4)07/24/2019 - Broadview Consulting Inc - Tax Entity - inv rel - at reported business location(s) - start: 05/2013
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-07-22 |
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