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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-06-17 |
Branch Locations
400 Post Ave Ste 101, Westbury, NY 11590 • United States
400 Post Ave Ste 101, Westbury, NY 11590 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Rockville Centre | NY | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Westbury | NY | 03/2020 | 06/2025 |
| Lpl Financial | Westbury | NY | 06/2025 | Present |
1) 06/17/2025 - Zarra Wealth Management Advisors - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:10/4/2024 - 160 Hrs/Mth - 8 Hrs During Trading. 2) 10/28/2025- Zarra Wealth Advisors-Business Entity For Tax/Investment Purposes Only- Not INV Related- At Reported Business Location(s)- Start date 08/22/2025- 40 Hours Per Month- 40 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-10-01 |
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