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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-03 |
| TX | RA | APPROVED | 2016-10-27 |
| CA | RA | APPROVED | 2014-08-15 |
Branch Locations
900 Walt Whitman Rd Suite 310, Melville, NY 11747 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Melville | NY | 08/2014 | Present |
1. 08/18/2014 - NON-VARIABLE INSURANCE - TIME SPENT 10% - MELVILLE, NY 2. 08/18/2014 - EPISCOPAL DIOCESE - NON-PROFIT BOARD MEMBER - MELVILLE, NY 3. 08/25/2014 - WEXFORD FINANCIAL STRATEGIES - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - TIME SPENT 200 HOURS PER MONTH - MELVILLE, NY 4. 2/10/2020 - Thomas Cammisa Planning Services, Inc. - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Started 02/03/2020 - 2 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-21 |
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