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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-04-30 |
Branch Locations
82-11 37Th Ave., Jackson Heights, NY 11372 • United States
111 West 26Th Street, New York, NY 10001 • United States
Middle Village, NY • United States
71-27 Austin St, Forest Hills, NY 11375 • United States
47-21 Queens Blvd, Sunnyside, NY 11101 • United States
102-32 Atlantic Avenue, Ozone Park, NY 11416 • United States
899 S Oyster Bay Rd, Bethpage, NY 11714 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities, Llc | Whitestone | NY | 02/2015 | 01/2017 |
| Hsbc Securities (Usa) Inc. | New York | NY | 01/2017 | 05/2017 |
| Unemployed | Sunnyside | NY | 06/2017 | 07/2017 |
| Raymond James Financial Services, Inc. | New York | NY | 07/2017 | 04/2018 |
| United Nations Federal Credit Union | New York | NY | 07/2017 | 04/2018 |
| Communityamerica Financial Solutions Llc | Lenexa | KS | 04/2018 | 09/2018 |
| Cuna Mutual Group | Waverly | IA | 09/2018 | 03/2022 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 09/2018 | 05/2022 |
| Lpl Financial Llc | Westbury | NY | 05/2022 | 02/2023 |
| Jovia Federal Credit Union | Westbury | NY | 05/2022 | 02/2023 |
| Financial Resources Group Investment Services | Westbury | NY | 06/2022 | 02/2023 |
| Infinex Investments, Inc | Meriden | CT | 02/2023 | 04/2024 |
| Apple Bank | New York | NY | 02/2023 | 04/2024 |
| Lpl Financial Llc | Sunnyside | NY | 04/2024 | Present |
| Bethpage Federal Cu | Sunnyside | NY | 04/2024 | Present |
| Lpl Financial Llc | Ozone Park | NY | 04/2024 | Present |
1. 12/18/2024 - FourLeaf Financial Group - Investment Related - DBA for LPL Business (entity for LPL business) - Ozone Park, NY - Start Date: 02/28/2025 - 160 Hrs/Mth - 130 Hrs During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-10-30 |
| S63 | Uniform Securities Agent State Law Examination | 2015-03-20 |
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