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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-01-23 |
| TX | RA | APPROVED | 2025-01-23 |
Branch Locations
2111 Merrick Avenue, Merrick, NY 11566 • United States
3140 Long Beach Rd, Oceanside, NY 11572 • United States
15 Maiden Ln, New York, NY 10038 • United States
160 S Main St, Freeport, NY 11520 • United States
936 Third Ave, New York, NY 10022 • United States
36-10 Broadway, Astoria, NY 11106 • United States
404 Park Ave S, New York, NY 10016 • United States
2910 Ditmars Blvd, Astoria, NY 11105 • United States
1990 Hempstead Tpk Ste B, East Meadow, NY 11554 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cavu Securities Llc | New York | NY | 04/2016 | 05/2022 |
| Chambers Llp | Chadds Ford | PA | 10/2015 | 09/2016 |
| Growfund, Llc | Woodmere | NY | 06/2022 | 04/2023 |
| First Trinity Mortgage Company | Chadds Ford | PA | 06/2022 | 04/2023 |
| Morgan Stanley | Jericho | NY | 09/2023 | 01/2025 |
| N/A | Woodmere | NY | 04/2023 | 09/2023 |
| Flagstar Bank | East Meadow | NY | 01/2025 | Present |
| Lpl Financial | East Meadow | NY | 01/2025 | Present |
1 - 01/2025 - Flagstar Wealth Services - DBA for LPL Business (entity for LPL business) - Inv Related - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-06 |
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