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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 |
| NJ | RA | APPROVED | 2017-11-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mark A. Coller, Cpa | Staten Island | NY | 10/2002 | Present |
| Lpl Financial Llc | Staten Island | NY | 11/2017 | Present |
| National Planning Corporation | Staten Island | NY | 08/2012 | 11/2017 |
1. 11/29/2017 - Mark Coller, CPA - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - CPA and Manager - Start Date 10/1/02 - 160 Hours Per Month/160 Hours During Securities Trading - Individual income taxes, general bookkeeping, payroll services, corporate returns. 2. 7/10/2020 - DoorDash - Not Investment Related - Home Based - Outside/W-2 Employment - Driver - Started 07/01/2020 - 20 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-17 |
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