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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
501 Walt Whitman Road, Melville, NY 11747 • United States
33 Gerard St, Huntington, NY 11743 • United States
899 S Oyster Bay Rd, Bethpage, NY 11714 • United States
Plainview, NY • United States
1 Hawkins Ave, Unit 2104, Ronkonkoma, NY 11779 • 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 Financial Services | Bethpage | NY | 04/2007 | Present |
| Invest Financial Corporation | Tampa | FL | 08/2011 | 02/2018 |
| Lpl Financial Llc | Melville | NY | 02/2018 | Present |
1. 02/14/2018 - Bethpage Federal Credit Union - Investment Related - At Reported Business Location(s) - Financial Institution Duty. 2. 12/18/2024 - FourLeaf Financial Group - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date : 02/28/2025 - 160 Hrs/Mth - 130 Hrs During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 1990-10-18 |
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