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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-11-07 |
| TX | RA | APPROVED | 2023-11-07 |
Branch Locations
538 Broadhollow Road, Ste 202, Melville, NY 11747 • United States
Middle Island, NY • 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Melville | NY | 10/2014 | 11/2023 |
| Lpl Financial Llc | Melville | NY | 11/2023 | Present |
1) 11/07/2023- Zambri Enterprises- Business Entity For Tax/Investment Purposes Only- Real Estate Ownership; Lot/Land - managing partner -start 1/1/2007 2) 11/08/2023 - Zambri Enterprises - Non Inv Related - NY - Vacant Land - Co-Owner - Start Date: 1/1/2007 - 0 Hrs/Mo
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 1989-08-01 |
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