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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-11-09 |
Branch Locations
300 Old Country Rd Ste 371, Mineola, NY 11501 • United States
2 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 |
|---|---|---|---|---|
| Wunderlich Securities, Inc. | Memphis | TN | 06/2015 | 03/2020 |
| Ameriprise Financial Services, Inc | Mineola | NY | 03/2020 | 11/2023 |
| Lpl Financial | Mineola | NY | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-30 |
| S63 | Uniform Securities Agent State Law Examination | 2008-02-19 |
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