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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-05-15 |
Branch Locations
120 White Plains Rd Ste 112, Tarrytown, NY 10591 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Manhattan College | Bronx | NY | 09/2015 | 02/2017 |
| Tesla | White Plains | NY | 02/2017 | 02/2018 |
| Glass Gardens | Rochelle Park | NY | 04/2018 | 07/2019 |
| Unemployed | Nanuet | NY | 07/2019 | 10/2019 |
| Ups | Nanuet | NY | 10/2019 | 01/2020 |
| Unicorn Construction Enterprive | Montvale | NJ | 01/2020 | 03/2020 |
| Glass Gardens Inc | Rochelle Park | NY | 06/2020 | 10/2020 |
| David Lerner Associates | White Plains | NY | 10/2020 | 05/2025 |
| Lpl Financial | Yorktown Heights | NY | 05/2025 | Present |
1) 05/2025 - Lexco Wealth Management / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) 2) 05/2025 - Rental Property / Owner / Real Estate Rental / Inv Related / Stamford CT 06906 / Start date 02/01/2025 - 1 hrs per month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 2020-08-19 |
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