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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
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 |
|---|---|---|---|---|
| Citigroup | Huntington | NY | 09/2013 | 06/2023 |
| Td Private Client Wealth Llc | Melville | NY | 07/2023 | 03/2024 |
| Td Bank N.A> | Melville | NY | 07/2023 | 03/2024 |
| The Prudential Insurance Company Of America | Melville | NY | 03/2024 | Present |
| Pruco Securities Llc. | Melville | NY | 03/2024 | 11/2024 |
| Lpl Enterprise, Llc | Huntington | NY | 11/2024 | Present |
1) 03/19/2025- Elwood Middle School- Outside/W-2 Employment- Boys Lacrosse coach for Elwood Middle School.- not inv. related- at Elwood, NY - start date 03/24/2025 - 40hrs/mnth-2hrs during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 2006-10-13 |
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