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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-09 |
| NJ | RA | APPROVED | 2025-07-21 |
| NY | RA | APPROVED | 2023-08-15 |
Branch Locations
201 N. New York Ave Ste 100, Winter Park, FL 32789 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Hauppauge | NY | 06/2016 | 05/2017 |
| Bridgehampton National Bank | Hauppauge | NY | 06/2016 | 05/2017 |
| Adp Broker Dealer Inc. | Florham Park | NJ | 06/2017 | 01/2022 |
| Adp Llc | Florham Park | NJ | 06/2017 | 01/2022 |
| Unemployed | Florham Park | NJ | 01/2022 | 11/2022 |
| Paylocity | Schaumburg | IL | 11/2022 | 05/2023 |
| Lpl Financial | Chatham | NJ | 06/2023 | Present |
| Fnbli | Roslyn Heights | NY | 06/2023 | 07/2025 |
| Dfcu Financial | Winter Park | FL | 04/2026 | Present |
1) 6/13/2023- Investment products and services are offered through LPL Financial LLC using the DBA/trade name First Investments - Inv. Related- at reported business location(s) 2) 04/15/2026 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name DFCU Financial Partners - Investment Related - At Reported Business Location(s) - Start Date 04/06/2026 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-13 |
| S66 | Uniform Combined State Law Examination | 2012-03-26 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-07 |
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