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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-12-23 |
Branch Locations
445 Broadhollow Road Suite 405, Melville, NY 11747 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Signature Securities Group Corp. | New York | NY | 03/2008 | 06/2019 |
| Signature Bank | New York | NY | 03/2008 | 06/2019 |
| Axa Advisors Llc | New York | NY | 06/2019 | 07/2019 |
| Unemployed | Floral Park | NY | 08/2019 | 10/2019 |
| Allstate Financial Services Llc | Great Neck | NY | 11/2019 | 09/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Garden City | NY | 11/2022 | 05/2024 |
| Bank Of America N.A. | Garden City | NY | 01/2023 | 05/2024 |
| Unemployed | Floral Park | NY | 05/2024 | 11/2024 |
| Combined Insurance | Farmingdale | NY | 11/2024 | Present |
| Allstate Financial Services Llc | Farmingdale | NY | 10/2021 | 10/2022 |
| Lpl Enterprise | Melville | NY | 12/2024 | Present |
1) 12/12/2024 - Non-Variable Insurance - Combined Insurance - Independent Agent - Farmingdale, NY - start date 10/28/2024 - 70 hrs/mth - investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-11-11 |
| S63 | Uniform Securities Agent State Law Examination | 2008-06-12 |
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