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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-07-14 |
Branch Locations
3105 Hempstead Turnpike, Levittown, NY 11756 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Financial Planning, Inc | Fort Worth | TX | 12/2016 | 03/2020 |
| Strategies For Wealth | Rye Brook | NY | 03/2020 | 02/2025 |
| First Command Financial Services | Highland Falls | NY | 12/2016 | 02/2020 |
| Solomon Whitney | Farmingdale | NY | 12/2015 | 11/2016 |
| First Command Advisory Services Inc | Fort Worth | TX | 12/2016 | 03/2020 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 02/2025 | 05/2025 |
| Northwestern Mutual Investment Services Llc | Melville | NY | 02/2025 | 05/2025 |
| Berthel, Fisher & Company Financial Services, Inc. | Centerport | NY | 05/2025 | 07/2025 |
| Bfc Planning, Inc. | Centerport | NY | 05/2025 | 07/2025 |
| Webster Bank | Levittown | NY | 07/2025 | Present |
| Lpl Financial Llc | Levittown | NY | 07/2025 | Present |
1-07/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/ trade name Webster Investments - INVESTMENT RLTD - AT REPORTED BUSINESS LOCATION 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 3- 07/09/2026 - Convertid Inc - Outside/W-2 Employment - Not Investment Related - Centerport, NY - Start Date 07/15/2026 - 40 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-14 |
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