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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 |
| TX | RA | APPROVED_RES | 2019-05-20 |
Branch Locations
1095 Old Country Rd, Riverhead, NY 11901 • United States
899 S Oyster Bay Rd, Bethpage, NY 11714 • United States
272 East Main St, Patchogue, NY 11772 • United States
Yaphank, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corporation | Farmingdale | NY | 07/2016 | 02/2018 |
| Bethpage Federal Credit Union | Farmingdale | NY | 06/2016 | Present |
| Lpl Financial, Llc | Farmingdale | NY | 02/2018 | Present |
1). 12/18/2024 - FourLeaf Financial Group - Investment Related - DBA for LPL Business (entity for LPL business) - Bethpage, NY - Start Date: 02/28/2025 - 160 Hrs/Mth - 130 Hrs During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-09 |
| S65 | Uniform Investment Adviser Law Examination | 2004-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 1998-01-15 |
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