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9 South Long Beach Road, Rockville Centre, NY 11570 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-19 |
Branch Locations
9 South Long Beach Road, Rockville Centre, NY 11570 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Rockville Centre | NY | 02/2012 | Present |
| The Pinnacle Financial Group | Rockville Centre | NY | 05/2013 | Present |
(1) 2/15/2012: NON-VARIABLE INSURANCE - SELL FIXED LIFE, DISABILITY, LONG TERM CARE, HEALTH, AND MEDICARE INSURANCE. - TIME SPENT 5% - ROCKVILLE CENTRE, NY (2) 05/22/2013 - THE PINNACLE FINANCIAL GROUP - REGISTERED INVESTMENT ADVISOR - (HYBRID) THE PINNACLE FINANCIAL GROUP - (HYBRID) FINANCIAL ADVISOR, FEE BASED - 50% OF TIME SPENT - ROCKVILLE CENTRE, NY (3) 03/01/2016 * The Original Money Book * Author * NOT INV REL * 60 Carnation Rd Levittown, NY 11756 * START 08/24/2015 * 10 HRS/MO; 4 HRS/MO NOT DURING SECS TRDG HRS. (4) 01/24/2025- Techne Planning LLC- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 08/24/2021- 150 Hours Per Month- 100 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-30 |
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