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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-05-02 |
Branch Locations
1 disclosure category 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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Middle Village | NY | 10/2012 | 05/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Melville | NY | 05/2019 | 05/2025 |
| Bank Of America, N.A. | Melville | NY | 08/2019 | 05/2025 |
| Lpl Financial Llc | Melville | NY | 05/2025 | Present |
1)05/02/2025 - Gladstone Wealth Partners - DBA for LPL Business (entity for LPL business) - Investment Related - Melville, NY 11747 - Start date: 03/13/2025 - 160 Hrs/Mth - 8 Hrs During Trading. - Time Spent: 100 2). 05/02/2025 - The Choice Group - DBA for LPL Business (entity for LPL business) - Investment Related - Melville, NY 11747 - Start date: 03/13/2025 - 160 Hrs/Mth - 8 Hrs During Trading. - Time Spent: 100 3) 07/15/2025 - Siegel Private Advisory - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start date: 06/30/2025 - 100 Hrs/Mth - 100 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-16 |
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