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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-05-31 |
| NY | RA | APPROVED | 2022-05-27 |
Branch Locations
22 Ibm Rd # 204B, Poughkeepsie, NY 12601-5455 • United States
Ponte Verdra Beach, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial Services, Inc. | Poughquag | NY | 07/2014 | 05/2022 |
| National Wealth Network, Llc | Poughquag | NY | 01/1993 | Present |
| Lpl Financial, Llc | Poughkeepsie | NY | 05/2022 | Present |
1) 4/2022 - DBA for LPL Business (entity for LPL business) - National Wealth Network - Investment Related - 160 Hr/Mon - 8 Hr/Trading - 100% - Poughkeepsie, NY 12601 2) 4/2022 - Non-Variable Insurance - National Wealth Network - Investment Related - 10 Hr/Mon - 5 Hr/Trading - 1% - Poughkeepsie, NY 12601 3) 1/2022 - DBA for LPL Business (entity for LPL business) - McFadden & Associates - Investment Related - Poughkeepsie, NY 12601 4) 02/19/2025 - Advisor Network - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:02/10/2025 -200 Hrs/Mth - 8 Hrs During Trading. 5) 02/11/2025 - National Wealth - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:02/10/2025 -200 Hrs/Mth - 8 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-10-28 |
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