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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-05-15 |
Branch Locations
1133 6Th Ave, 35Th Floor, New York, NY 10036 • United States
Bronxville, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bon And Vie | New York | NY | 08/2017 | 11/2019 |
| We Fashion | Utrecht | 05/2016 | 08/2017 | |
| Jab Anstoetz | New York | NY | 11/2019 | 05/2020 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 06/2020 | 01/2023 |
| Northwestern Mutual Investment Services Llc | New York | NY | 03/2021 | 01/2023 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2022 | 01/2023 |
| B. Riley Wealth Management | Memphis | TN | 01/2023 | 03/2024 |
| B. Riley Wealth Advisors | Memphis | TN | 01/2023 | 03/2024 |
| Cuso Financial Services, Lp | San Diego | CA | 03/2024 | 05/2025 |
| Lpl Financial Llc | Brooklyn | NY | 05/2025 | 07/2026 |
| Lpl Financial Llc | New York | NY | 07/2026 | Present |
1- 05/15/2025 - PSFCU Wealth Management - DBA for LPL Business (entity for LPL business)- Investment Related - At Reported Business Location(s) - Start Date 05/16/2025 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-01 |
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