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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-08-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Coinsnmore | Rocky Point | NY | 07/2011 | Present |
| A & M Financial | Westbury | NY | 11/2014 | Present |
| Lpl Financial Llc | Westbury | NY | 08/2025 | Present |
1. 08/2025 - Peter Craig / Notary - Notary - Investment related - 0 Hrs/Mth - 0 Hrs During Trading - Westbury NY 11590 - OBA Start date: 12/01/2014 2. 08/2025 - MAC & Associates Insurance Group, LLC - Insurance Agency - Investment related - 3 Hrs/Mth - 1 Hrs During Trading - Westbury NY 11590 - OBA Start date: 08/02/2017 3. 08/2025 - Peter Craig - Non-Variable Insurance - Investment related - 5 Hrs/Mth - 5 Hrs During Trading - Westbury NY 11590 - OBA Start date: 10/14/2014 4. 08/2025 - Author - Author - Investment related - 1 Hrs/Mth - 0 Hrs During Trading - Westbury NY 11590 - OBA Start date: 06/25/2025 5. 08/2025 - Coinsnmore - Business Owner - Not Investment related - 2 Hrs/Mth - 0 Hrs During Trading - Oakdale, NY 11769 - OBA Start date: 06/16/2010 6. 08/2025 - A&M Financial Services - DBA for LPL Business (entity for LPL business) - Investment related - 18000 Hrs/Mth - 7 Hrs During Trading - At reported business location(s) - OBA Start date: 08/18/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-22 |
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