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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-07-20 |
Branch Locations
213 N. Main St., Sayville, NY 11782 • United States
50-110 Route 109, West Babylon, NY 11704 • United States
6150 Jericho Turnpike, Commack, NY 11725 • United States
4155 Veterans Memorial Hwy Suite 1, Ronkonkoma, NY 11779 • United States
337 Main Street, Huntington, NY 11743 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Securities | East Setauket | NY | 11/2015 | 10/2020 |
| Gwn Securities, Inc. | Palm Beach Gardens | FL | 10/2020 | 05/2021 |
| Cuna Mutual Group | Waverly | IA | 05/2021 | 05/2022 |
| Cuna Brokerage Services | Waverly | IA | 05/2021 | 05/2022 |
| Lpl Financial Llc | Rocky Point | NY | 05/2022 | 08/2022 |
| Tiaa-Cref Individual & Institutional Services, Llc | Melville | NY | 08/2022 | 12/2024 |
| Tiaa | Melville | NY | 08/2022 | 12/2024 |
| Principal Securities Inc | Melville | NY | 12/2024 | 04/2025 |
| Principal Life Insurance Co | Melville | NY | 12/2024 | 04/2025 |
| Osaic Institutions, Inc | Meriden | CT | 04/2025 | 07/2026 |
| Apple Bank | Smithtown | NY | 04/2025 | 07/2026 |
| Lpl Financial Llc | Huntington | NY | 07/2026 | Present |
| Dime Community Bank | Huntington | NY | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-06-21 |
| S63 | Uniform Securities Agent State Law Examination | 2003-05-29 |
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