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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-11-21 |
Branch Locations
325 Route 25 A, Rocky Point, NY 11778 • United States
300 East Main St, Bay Shore, NY 11706 • United States
1880 Middle Country Rd, Ridge, NY 11961 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Bank | Melville | NY | 09/2015 | 01/2021 |
| Td Private Client Wealth Llc | Cherry Hill | NJ | 06/2020 | 11/2022 |
| Td Bank N.A. | Melville | NY | 01/2021 | 11/2022 |
| Lpl Financial Llc | Riverhead | NY | 11/2022 | Present |
| Webster Bank | Riverhead | NY | 11/2022 | Present |
1) 11/21/2022 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name WEBSTER BANK - Inv Rel - at reported business locations(s) 2) 10/30/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Webster Investments - Investment Related - At Reported Business Location(s) - Start Date 11/13/2025 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-01-22 |
| S65 | Uniform Investment Adviser Law Examination | 2020-08-25 |
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