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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-02-01 |
Branch Locations
30 Matthews St Ste 302, Goshen, NY 10924 • United States
360 Kingsley Park Dr Ste 100, Fort Mill, SC 29715 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Planning Corporation | Santa Monica | CA | 04/2012 | 10/2017 |
| Securities America, Inc. | Goshen | NY | 10/2017 | 02/2023 |
| Securities America Advisors | Goshen | NY | 03/2022 | 02/2023 |
| Lpl Financial Llc | Goshen | NY | 02/2023 | Present |
1) 1/2023- Jessica Lorubbio- Non-Variable Insurance- Agent selling Life Insurance- inv. related- Goshen, NY 2) 1/2023- Helen Grace Quimby Living Trust- Act in a Fiduciary Capacity/ Trustee- inv. related- 2376 Route 302 Circleville, NY 10919- start date 1/1/2017- 5hrs/mth 3) 03/24/2025 - Quest Advisory - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start date: 05/16/2022
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-29 |
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