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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-04-01 |
Branch Locations
556 Larkfield Road, East Northport, NY 11731 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Bank N.A. | Shirley | NY | 08/2017 | 07/2023 |
| Suffolk Federal Credit Union | Medford | NY | 05/2013 | 08/2017 |
| Td Private Client Wealth Llc | Melville | NY | 03/2021 | 07/2023 |
| Lpl Financial Llc | Babylon | NY | 07/2023 | 04/2024 |
| Webster Bank/Financial Resources Group | Babylon | NY | 08/2023 | 04/2024 |
| J.P. Morgan Securities Llc | Smithtown | NY | 04/2024 | 03/2025 |
| Jpmorgan Chase Bank, N.A. | Smithtown | NY | 04/2024 | 03/2025 |
| Lyft | Medford | NY | 11/2017 | 01/2018 |
| Teachers Federal Cu | East Northport | NY | 04/2025 | Present |
| Lpl Financial Llc | East Northport | NY | 04/2025 | Present |
1. 03/19/2025- Notary- Inv Rel- Start Date 10/12/2013 2. 03/19/2025- Teachers Investment Services- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reorted Business Location (s)
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-09-21 |
| S65 | Uniform Investment Adviser Law Examination | 2021-04-07 |
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