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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors | Endicott | NY | 09/2014 | 05/2021 |
| Lpl Financial, Llc | Endicott | NY | 05/2021 | Present |
1. 05/24/2021 - Inv Related - Endicott, NY - Real Estate Rental - Started: 10/1999 - 1 Hr/Mo - 1% of Time Spent. 2. 05/24/2021 - DJP Financial - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 5/2021 - 140 Hrs/Mo - 90% of Time SPent. 3. 06/20/2024 - Inv Related - At reported Business Location(s) - Non-Variable Insurance - Started: 6/17/2024 - 1 Hr/Mo; 0 Hr During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-16 |
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