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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-03 |
| NJ | RA | APPROVED | 2020-06-25 |
Branch Locations
145 Pinelawn Rd, Ste. 345N, Melville, NY 11747 • United States
Northport, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| North Shore Lij | Lake Success | NY | 08/2011 | 12/2016 |
| Rnr Securities, Llc | Hempstead | NY | 07/2016 | 03/2019 |
| Cetera Advisor Networks | El Segundo | CA | 04/2019 | 05/2020 |
| Summit Planning Services Dba Summit Financial Services | Melville | NY | 04/2019 | Present |
| Lpl Financial Llc | Melville | NY | 06/2020 | Present |
| Hofstra University | Hempstead | NY | 09/2015 | 01/2018 |
| American College | N/A | NY | 11/2019 | 04/2020 |
1)03/20/2020 - Summit Financial Services - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 05/2020 2)03/20/2020 - Non-Variable Insurance - inv rel - at reported business location(s) - start: 2015 - 2 hr/mth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 2015-09-25 |
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