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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-02-01 |
Branch Locations
525 Old Country Road, Plainview, NY 11803 • United States
1000 Corporate Dr, Westbury, NY 11590 • 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 |
|---|---|---|---|---|
| Tdameritrade, Inc | Garden City | NY | 03/2013 | 12/2022 |
| Charles Schwab And Co., Inc. | Garden City | NY | 12/2022 | 10/2023 |
| Lpl Financial | Westbury | NY | 02/2024 | Present |
| Jovia Fcu | Westbury | NY | 02/2024 | Present |
| Unemployed | Westbury | NY | 10/2023 | 02/2024 |
1. 04/10/2024 - Jovia Investment Services - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 02/01/2024 - 120 Hours Per Month/ 120 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-06-03 |
| S65 | Uniform Investment Adviser Law Examination | 1996-07-10 |
| S63 | Uniform Securities Agent State Law Examination | 1996-06-25 |
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