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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-06-20 |
| NY | RA | APPROVED | 2024-06-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | New York | NY | 10/2013 | 02/2024 |
| Jpmorgan Chase Bank Na | New York | NY | 10/2013 | 02/2024 |
| Pjy Financial Llc | New York | NY | 02/2024 | 06/2024 |
| Avantax Investment Services Inc | New York | NY | 02/2024 | 06/2024 |
| Avantax Advisory Services | New York | NY | 02/2024 | 06/2024 |
| Avantax Insurance Agency, Llc | New York | NY | 02/2024 | 06/2024 |
| Peter Yurkowski Cpa Llc | New York | NY | 04/2024 | Present |
| Peter Yurkowski Cpa Llc | New York | NY | 04/2024 | 06/2024 |
| Lpl Financial Llc | New York | NY | 06/2024 | Present |
1) 06/20/2024 - Notary / Investment related / New Jersey / Start date 05/16/2021 - 1 Hrs per month 2) 10/03/2024 - Yurkowski Financial, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 02/12/2024 - 150 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-12-15 |
| S63 | Uniform Securities Agent State Law Examination | 2004-05-24 |
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