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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-02 |
| NY | RA | APPROVED | 2025-05-29 |
Branch Locations
888 Veterans Memorial Hwy -205, Hauppauge, NY 11788 • United States
Fort Myers, FL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Smithtown | NY | 07/2011 | 05/2025 |
| Bank Of America, Na | Smithtown | NY | 08/2011 | 05/2017 |
| Wells Fargo Clearing Services Llc | Port Jefferson | NY | 05/2017 | 05/2025 |
| Lpl Financial | Hauppauge | NY | 05/2025 | Present |
1.05/29/2025 - Momentum Wealth Partners - DBA for LPL Business (entity for LPL business) - Investment related - Hauppauge, NY 11788 - Start Date: 05/29/2025 - 8 Hrs/Mth -160 Hrs During Trading. - Time Spent: 100 2) 09/18/2025 - PMM3 LLC - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:07/07/2025 - 1 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-10-06 |
| S63 | Uniform Securities Agent State Law Examination | 2002-06-20 |
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