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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-03-17 |
Branch Locations
20 Cold Spring Road, Syosset, NY 11791 • United States
179-25 Hillside Ave, Jamaica, NY 11432 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Bethpage | NY | 04/2016 | 06/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bethpage | NY | 04/2016 | 06/2017 |
| Jp Morgan Securities Llc | Bethpage | NY | 06/2017 | 10/2021 |
| Citigroup | Manhasset | NY | 10/2021 | 03/2024 |
| Equitable Advisors, Llc | New York | NY | 04/2024 | 06/2024 |
| Osaic Institutions, Inc. | Meriden | CT | 06/2024 | 03/2026 |
| Apple Bank | Brooklyn | NY | 06/2024 | 03/2026 |
| Lpl Financial Llc | Syosset | NY | 03/2026 | Present |
| Webster Bank | Syosset | NY | 03/2026 | Present |
1) 2/24/2026- Investment products and services are offered through LPL Financial LLC using the DBA/trade name Webster Investments - Inv. Related- At reported business location(s) - 160hrs/mth/during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-06-09 |
| S63 | Uniform Securities Agent State Law Examination | 1998-12-02 |
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