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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 |
| IL | RA | APPROVED | 2017-11-29 |
Branch Locations
120 White Plains Rd Ste 112, Tarrytown, NY 10591 • 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 |
|---|---|---|---|---|
| National Planning Corporation | Tarrytown | NY | 06/2012 | Present |
| Lpl Financial Llc | Tarrytown | NY | 11/2017 | Present |
1. 11/29/2017 - Lexco Wealth Management Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Financial Advisor - 160 Hours Per Month / 160 Hours During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 1997-04-25 |
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