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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-09-28 |
Branch Locations
1600 Express Dr S Ste 201, Hauppauge, NY 11788 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Melville | NY | 01/2008 | 09/2022 |
| Lpl Financial Llc | Hauppauge | NY | 09/2022 | Present |
1) 9/2022- Coleman Financial Group- DBA for LPL Business (entity for LPL business)- inv. related- Hauppauge, NY 2) 9/2022- Coleman Financial Advisors- DBA for LPL Business (entity for LPL business)- inv. related- Hauppauge, NY 3) 9/2022- COLEMAN WEAL TH ADVISORS, INC- Business Entity For Tax/Investment Purposes Only- owner- inv. related- Hauppauge, NY- start date 6/13/2018- 0hrs
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-04-11 |
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