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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-04-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | Woodbury | NY | 04/2016 | 11/2016 |
| Securian Financial Services In | Uniondale | NY | 12/2016 | 01/2019 |
| Minnesota Life Insurance Co | Uniondale | NY | 12/2016 | 01/2019 |
| Allied Wealth Partners | Uniondale | NY | 12/2016 | 01/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Syosset | NY | 01/2019 | 10/2020 |
| Bank Of America, N.A. | Syosset | NY | 01/2019 | 10/2020 |
| J.P. Morgan Securities, Llc | Flushing | NY | 10/2020 | 05/2022 |
| J.P. Morgan Chase Bank, N.A. | Flushing | NY | 10/2020 | 05/2022 |
| Lido Advisors, Llc | Manhattan | NY | 05/2022 | 07/2022 |
| Bny Securities Corporation | New York | NY | 09/2025 | 02/2026 |
| Bny | New York | NY | 10/2022 | 02/2026 |
| Unemployed | Rockville Centre | NY | 07/2022 | 10/2022 |
| Lpl Financial Llc | Melville | NY | 03/2026 | Present |
1. 03/2026 - The Choice Group - DBA for LPL Business (entity for LPL business) - Investment related - At Reported Business Location(s) - 160 Hrs/Mth - 160 Hrs During Trading - OBA start date:3/19/2026 2. 03/2026 - Gladstone Wealth Partners - DBA for LPL Business (entity for LPL business) - Investment related - At Reported Business Location(s) - 160 Hrs/Mth - 160 Hrs During Trading - OBA start date:3/19/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 2026-02-13 |
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