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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 |
| NJ | RA | APPROVED | 2016-10-25 |
Branch Locations
1149 Wantagh Ave, Wantagh, NY 11793 • United States
1150 Franklin Avenue, Garden City, NY 11530 • United States
180 E Main St, East Islip, NY 11730 • United States
162 Hillside Ave, Williston Park, NY 11596 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sterling National Bank (Formerly: Astoria Bank) | Wantagh | NY | 02/2015 | 09/2021 |
| Lpl Financial Llc | Wantagh | NY | 02/2015 | Present |
| Webster Bank | Wantagh | NY | 09/2021 | Present |
1. 09/03/2021 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Webster Investments - Investment Related - At Reported Business Location(s) - Start Date: 09/03/2021. 2. 10/30/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Webster Investments - Investment Related - At Reported Business Location(s) - Start Date 11/13/2025 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-24 |
| S63 | Uniform Securities Agent State Law Examination | 2013-03-11 |
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