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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-08-09 |
| TX | RA | APPROVED | 2023-08-08 |
Branch Locations
Massapequa, NY • United States
5 Marine View Plaza Suite 222, Hoboken, NJ 07030 • United States
5 Marine View Plaza Suite 222, Hoboken, NJ 07030 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Birdgewater | NJ | 05/2013 | 08/2023 |
| Bank Of America, N.A. | Bridgewater | NJ | 08/2014 | 08/2023 |
| Lpl Financial | Hoboken | NJ | 08/2023 | Present |
1) 06/22/2023- ReIucio & Associates - DBA for LPL Business (entity for LPL business)- Inv. Related- At reported business location(s)-160hrs/mth 2) 08/11/2023 - Breakaway Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 6/9/2023 - 160 Hours Per Month/ 8 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-03-13 |
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