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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 |
| FL | RA | APPROVED | 2021-06-18 |
Branch Locations
272 East Main St, Patchogue, NY 11772 • United States
899 S Oyster Bay Rd, Bethpage, NY 11714 • United States
3270 Suntree Blvd, Ste 1111, Melbourne, FL 32940 • 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 |
|---|---|---|---|---|
| Bethpage Financial Services | Centereach | NY | 04/2011 | Present |
| Invest Financial Corp | Tampa | FL | 08/2011 | 02/2018 |
| Lpl Financial Llc | Centereach | NY | 02/2018 | Present |
1. 12/11/2024 - FourLeaf Financial Group - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 02/28/2025 - 160 hours per month/ 140 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-18 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-05 |
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