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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-09-11 |
Branch Locations
105 Maxess Rd, Ste 124 #100, Melville, NY 11747 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Private Client Wealth, Llc | Melville | NY | 03/2014 | 01/2019 |
| Td Bank, N.A. | Meliville | NY | 03/2014 | 01/2019 |
| American Portfolios Financial Services, Inc. | Holbrook | NY | 01/2019 | 09/2023 |
| Lpl Financial Llc | Melville | NY | 09/2023 | Present |
1) 08/2023 - Cullinan and Travaglianti Group LLC / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - 140 Hrs per month 2) 08/2023 - Cullinan and Travaglianti Planning Incorporated / Non-Variable Insurance / Inv. Related / Melville NY / Start date 03/05/2021 - 5 Hrs per month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-01-22 |
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