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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-06-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Rockville Centre | NY | 11/2012 | 03/2020 |
| Ameriprise Financial Services, Llc | Westbury | NY | 03/2020 | 06/2025 |
| Lpl Financial | Westbury | NY | 06/2025 | Present |
1- 06/17/2025 - Zarra Wealth Management Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - OBA Start Date 06/17/2025 - 160 hours per month/ 8 hours during trading 2- 06/17/2025 - James Kelly - Real Estate Rental - Investment Related - Long Beach, NY 11561 - OBA Start Date 05/01/2020 - 1 hour per month/ 0 hours during trading 3- 11/10/2025 - Zarra Wealth Advisors - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 01/01/2026 - 800 hours per month/ 650 hours during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-02-25 |
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