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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 |
| NJ | RA | APPROVED | 2017-11-29 |
Branch Locations
26 Watchogue Road, Staten Island, NY 10314 • United States
278 Route 34 Ste 1 & 2, Matawan, NJ 07747 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trochiano & Daszkowski Llp | Staten Island | NY | 02/2002 | Present |
| National Planning Corporation | Hohokus | NY | 08/2012 | 11/2017 |
| Lpl Financial Llc | Staten Island | NY | 11/2017 | Present |
1. 11/29/2017 - TOMPKINS, DASZKOWSKI & WEG INC - DBA:TDW MORTGAGE SOLUTIONS - Not Investment Related - At Reported Business Location(s) - Mortgage/Real Estate Services - Mortgage solicitor - Start Date 1/1/2004 - Mortgage solicitor - refer CPA client interested in mortgage to a mortgage broker. 2. 11/29/2017 - W DASZKOWSKI REALTY LLC - Not Investment Related - 1303 Clove Rd Staton Island NY - Real Estate Rental - 14% owner - Start Date 8/23/2012. 3. 11/29/2017 - DASZKOWSKI, SISTI, POMPEO & FISCHER INC - DBA: LOTUS ADVISORY GROUP - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Advisor/Agent - Start Date 1/1/2012. 4. 1/4/2019 - DASZKOWSKI, TOMPKINS, WEG & CARBONELLA - Not Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - PARTNER - Started 01/01/2005 - 35 Hours Per Month During Securities Trading. 5. 1/15/2020 - 278 Route 34 Realty LLC - Investment Related - 278 Route 34, Matawan, NJ 07747 - Real Estate Rental - Started 01/29/2018 - 4 Hours Per Month/0 Hours During Securities Trading - Ownership/Real Estate Rental. 6. 1/15/2020 - 26 Watchogue Road LLC - Investment Related - 26 Watchogue Road, Staten Island, NY 10314 - Real Estate Rental - Stated 06/01/2018 - 4 Hours Per Month/0 Hours During Securities Trading - Ownership/Rental. 7. 01/24/2022 - 476 Broad Street LLC - Investment Related - Shrewsbury, NJ 07702 - Real Estate Rental - Start Date: 11/09/2021 - 1 Hour Per Month/0 Hours During Securities Trading - LLC established to own a commercial property.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-10-17 |
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