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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-05-17 |
| NJ | RA | APPROVED | 2021-03-19 |
Branch Locations
278 State Route 34, Matawan, NJ 07747 • United States
26 Watchogue Rd, Staten Island, NY 10314 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Staten Island | NY | 12/2015 | 03/2021 |
| Lpl Financial | Matawan | NJ | 03/2021 | Present |
1) 4/16/2021 - Giordano Wealth Management, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 4/15/2021 - 250 Hours Per Month/9 Hours During Securities Trading. 2) 12/04/2024 - Giordano Wealth Management, LLC - Non-Variable Insurance - Financial Advisor - Investment Related - At Reported Business Location(s) - Start Date 03/01/2023 - 20 hours per month/ 5 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-15 |
| S63 | Uniform Securities Agent State Law Examination | 2004-10-26 |
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