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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-09-11 |
Branch Locations
105 Maxess Rd, Ste 124 #100, Melville, NY 11747 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
105 Maxess Road, Suite 124, Melville, NY 11747 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chapdelaine & Co. | New York | NY | 06/2003 | 01/2017 |
| Tullett Prebon Financial Services Llc | New York | NY | 06/2012 | 01/2017 |
| Td Bank N.A. | Melville | NY | 01/2017 | 01/2019 |
| Td Private Client Wealth, Llc. | Melville | NY | 01/2017 | 01/2019 |
| American Portfolios Financial Services, Inc. | Holbrook | NY | 01/2019 | 09/2023 |
| Lpl Financial Llc | Melville | NY | 09/2023 | Present |
1) 08/09/2023 - Cullinan and Travaglianti Group LLC - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 140 Hours per month. 2) 08/09/2023 - cullinan and Travaglianti Planning Incorporated - Non-Variable Insurance - Selling: Whole Life, Universal Life - TAP Financial Planning and Acumen Insurance - Investment related - NY 11747 - 5 Hours per month - Start date: 3/5/2021.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-12 |
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