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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-03-26 |
| FL | RA | APPROVED | 2025-03-06 |
| NJ | RA | APPROVED | 2025-03-06 |
| NY | RA | APPROVED | 2025-03-06 |
| TX | RA | APPROVED_RES | 2025-03-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Shandon Court | East Islip | NY | 01/2016 | 12/2016 |
| Geneso Campus Auxiliary Services | Geneso | NY | 01/2017 | 05/2020 |
| Local Burger Bay Shore | Bay Shore | NJ | 01/2018 | 12/2019 |
| Comprehensive Financial | East Islip | NY | 01/2020 | Present |
| The Investment Center Inc | East Islip | NY | 12/2019 | 03/2025 |
| Ic Advisory Services Inc | East Islip | NY | 08/2020 | Present |
| Lpl Financial Llc | East Islip | NY | 03/2025 | Present |
1. 03/06/2025- Comprehensive Financial- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 12/19/2019- 173 Hours Per Month- 141 Hours During Trading 2. 03/06/2025- CF Advisory Services, LLC- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 12/19/2019- 173 Hours Per Month- 141 Hours During Trading 3. 03/06/2025- Comprehensive Financial- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 12/19/2019- 5 Hours Per Month- 5 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-18 |
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