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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 |
| TX | RA | APPROVED | 2020-06-25 |
Branch Locations
145 Pinelawn Rd, Ste. 345N, Melville, NY 11747 • United States
Port Jefferson Station, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| North Ridge Securities Corp | Melville | NY | 12/2004 | 02/2019 |
| Cetera Advisor Networks Llc | Melville | NY | 02/2019 | 06/2020 |
| Lpl Financial Llc | Melville | NY | 06/2020 | Present |
1)03/12/2020 - Summit Financial Services - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 06/2020 2)03/12/2020 - Summit Financial Services - Non-Variable Insurance - inv rel - at reported business location(s) - start 2000 3)08/19/2021 - No Business Name - Not Investment Related - Home Based - Other-Amazon Vine Reviewer - Start Date: 01/01/2016 - 1 Hour Per Month/0 Hours During Securities Trading - I am given free products by Amazon.com and are allowed to keep the product after posting an unbiased review. 4)11/16/2023 - Biscayne Dreams LLC - Inv Related - Key Biscayne, FL - Real Estate Rental - Start Date: 11/9/2023 - 3 hrs/Mo; 1 hr During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-26 |
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