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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 |
Branch Locations
400 Jericho Turnpike, Ste 326, Jericho, NY 11753 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Jericho | NY | 02/2012 | Present |
1. 7/17/2012: NON-VARIABLE INSURANCE - TO SELL FIXED LIFE INSURANCE PRODUCTS AND FIXED ANNUITIES. ALSO TO COLLECT RESIDUALS FROM EXISTING LIFE INSURANCE PRODUCTS ON THE BOOKS. - TIME SPENT 5% - UNION, NJ 2. 08/12/2013 - MAJESTIC WEALTH MANAGEMENT, INC. - FOR ACCOUNTING PURPOSES ONLY - FOR TAX FILING PURPOSE, I WANT TO SEPARATE THE BUSINESS INCOMES AND EXPENSES APART FROM PERSONAL. IN TERM OF MY BUSINESS, I WILL BE DOING THE SAME AS IT IS NOW. UNDER THE CORPORATION, MY TITLE WILL BE PRESIDENT. - 100% OF TIME SPENT
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-07-03 |
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