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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-06-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Rockville Centre | NY | 10/2015 | 03/2020 |
| Ameriprise Financial Services, Llc | Westbury | NY | 03/2020 | 06/2025 |
| Lpl Financial | Westbury | NY | 06/2025 | Present |
09/04/24 - Zarra Wealth Management Advisors - DBA for LPL Business (entity for LPL Business) - Investment Related - Westbury, NY 11590 - OBA start date 06/17/25 - Hours per month 160 - Time Spent 100
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-08-26 |
| S66 | Uniform Combined State Law Examination | 2018-10-15 |
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