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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-04-26 |
| NJ | RA | APPROVED | 2024-04-22 |
| NY | RA | APPROVED | 2021-08-03 |
| TX | RA | APPROVED_RES | 2018-02-14 |
Branch Locations
240 Middle Country Road, Smithtown, NY 11787 • United States
1350 Deer Park Ave, North Babylon, NY 11703 • United States
555 Montaulk Highway, West Babylon, NY 11704 • United States
899 S Oyster Bay Rd, Bethpage, NY 11714 • United States
4900 Nesconset Hwy Unit B, Port Jefferson, NY 11776 • United States
Smithtown, NY • United States
56 Haddonfield Road, Cherry Hill, NJ 08002 • 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 |
|---|---|---|---|---|
| Bethpage Federal Credit Union | Smithtown | NY | 08/2009 | Present |
| Invest Financial Corp. | Tampa | FL | 08/2011 | 02/2018 |
| Lpl Financial, Llc | Smithtown | NY | 02/2018 | Present |
1. 02/14/2018 - DKB REALTY GROUP LLC - Not Investment Related - 10 LINDRON AVE SMITHTOWN, NY 11787 - Real Estate Rental - Partner - Start Date 1/7/16 - 8 Hours Per Month/0 Hours During Securities Trading. 2. 02/14/2018 - Bonura Tax Planning - Investment Related - 10 Lindron Ave. Smithtown, NY 11787 - Tax Prep/Accounting/CPA - Start Date 11/1/2017 - 10 Hours Per Month/0 Hours During Securities Trading. 3. 04/23/2019 - 35 PINEWOOD DRIVE, LLC - Investment related - KINGS PARK, NY 11754 & SHIRLEY, NY 11967 - Real Estate Rental - start date:03/20/2019 - 2 hrs/mo - 0 hrs during trading. 4. 12/18/2024 - FourLeaf Financial Group - Investment related - DBA for LPL Business (entity for LPL business) - WEST BABYLON NY - Start Date : 02/28/2025 - 160 Hrs/Mth - 130 Hrs During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-11-09 |
| S63 | Uniform Securities Agent State Law Examination | 1988-10-27 |
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