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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-03 |
| NY | RA | APPROVED | 2025-03-24 |
Branch Locations
1025 Old Country Road Suite 426 - East Wing, Westbury, NY 11590 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cantor Fitzgerald & Co | New York | NY | 01/2016 | 08/2018 |
| American Portfolios Financial Services, Inc. | Holbrook | NY | 01/2019 | 10/2024 |
| Unemployed | Franklin Square | NY | 09/2018 | 12/2018 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | 03/2025 |
| Lpl Financial Llc | Westbury | NY | 03/2025 | Present |
1- 02/2025 / MAP PLANNING ESTATE / DBA for LPL Business (entity for LPL business) / Investment Related / 60 hrs mth / 3 hrs during trading / At reported business location(s) 2- 02/2025 / MAP Estate Planning / Non-Variable Insurance / Investment Related / 3 hrs mth / 1 hr during trading / Westbury NY / Start date: 01/01/2019 3- 01/28/2026 - MAP Estate Private Wealth, Inc. - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 12/23/2025 - 0 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-04-20 |
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