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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-08-03
NJ RA APPROVED 2017-11-29
  • NY RA
    APPROVED
    Since 2021-08-03
  • NJ RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 02/2002 → Present
    Trochiano & Daszkowski Llp
    Staten Island, NY
  • 08/2012 → 11/2017
    National Planning Corporation
    Hohokus, NY
  • 11/2017 → Present
    Staten Island, NY
Previous Registrations
  • 2012-08-29 → 2017-11-29
    National Planning Corporation
    Manahawkin, NJ
    Staten Island, NY
Other Businesses

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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2002-10-17
  • S63 Uniform Securities Agent State Law Examination
    2002-10-17
Designations

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