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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-05-15 |
Branch Locations
1129 Northern Blvd Ste 404, Manhasset, NY 11030 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife | Elmsford | NY | 09/2013 | 12/2018 |
| Mml Investors Services, Llc | Elmsford | NY | 03/2017 | 12/2018 |
| Woodbury Financial Services Inc | Mineola | NY | 12/2018 | 05/2022 |
| Lpl Financial Llc | Mineola | NY | 05/2022 | Present |
1)05/13/2022 - Bernstein Investment Group - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 05/2022 2)05/13/2022 - Non-Variable Insurance - Agent - Inv Rel - At Reported Business Location(s) - Start: 06/2020
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-16 |
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