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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-11-14 |
Branch Locations
11 Middle Neck Road Suite 201, Great Neck, NY 11021 • United States
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chillax Group-Dba Armor Consulting Group Llc | Putnam Valley | NY | 06/2007 | 11/2024 |
| Massachusetts Mutual Life Insurance Company | Melville | NY | 05/2016 | 03/2023 |
| Mml Investors Services, Llc | Melville | NY | 03/2018 | 03/2023 |
| The Prudential Insurance Co. Of America | Forest Hills | NY | 03/2023 | Present |
| Pruco Securities, Llc | Forest Hills | NY | 03/2023 | 11/2024 |
| Lpl Enterprise, Llc | Forest Hills | NY | 11/2024 | Present |
1) 12/05/2024 - The Big I Suffolk County - Community education on insurance. Fundraising and membership committee - Non-Profit Board Member - Non Inv Related - At Forest Hills, NY - Start Date 06/01/2022 - 2hrs/mth - 0hrs/mth During Trading 2) 11/20/2024 - Nexus Point Advisors LLC - Sales of auto, home and commercial insurance, group insurance, Medicare and non-variable insurance sold by employees - Property and Casualty - Inv Related - At Forest Hills, NY - Start Date 04/16/2017 - 25hrs/mth - 0hrs/mth During Trading 3) 11/19/2024 - Stiegelbauer Associates - It's our family business. From time to time if an emergency happens, I assist - Outside/W-2 Employment - Non Inv Related - At Forest Hills, NY - Start Date 06/01/2011 - 2hrs/mth - 0hrs/mth During Trading 4) 05/27/2026 - Solera Advisory Group - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) -Start Date 04/29/2026 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-08-26 |
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