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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-06-07 |
| NY | RA | APPROVED | 2025-06-06 |
Branch Locations
17 Conklin Street 2Nd Floor, Farmingdale, NY 11735 • United States
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 |
|---|---|---|---|---|
| Metlife Securities Trading | Melville | NY | 05/2010 | 03/2017 |
| Massmutual Life Insurance Company | East Hills | NY | 07/2016 | 06/2025 |
| Mml Investors Services, Llc | East Hills | NY | 03/2017 | 06/2025 |
| Lpl Enterprise | Farmingdale | NY | 06/2025 | Present |
1) 04/29/2025 - Legacy Advisors Financial Group - Non-Variable Insurance/Insurance Agency - Investment Advisor - start date 04/21/2025 - Bellmore, NY - INV REL - 160 hrs/mth 2) 04/29/2025 - Legacy Advisors Financial Group - DBA for LPL Business (entity for LPL business) - Investment Advisor Rep Series 7 - start date 05/10/2012 - North Bellmore, NY - INV REL - 160 hrs/mth 3) 4/29/2025 - Legacy Advisors Financial Group - Registered Investment Advisor - INV REL - North Bellmore, NY - Start Date 05/10/2010 - 160hrs/mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-28 |
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