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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-10-27 |
| NY | RA | APPROVED | 2024-06-20 |
| TX | RA | APPROVED_RES | 2024-06-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Advisory Services | New York | NY | 05/2018 | 06/2024 |
| Avantax Investment Services, Inc. | New York | NY | 05/2018 | 06/2024 |
| Ralph Lauren Corp | New York | NY | 10/2014 | 01/2019 |
| Peter Yurkowski Cpa Llc | New York | NY | 02/2019 | Present |
| Pjy Financial Llc | Hoboken | NJ | 01/2021 | 06/2024 |
| Lpl Financial Llc | New York | NY | 06/2024 | Present |
1) 06/10/2024 - Peter Yurkowski, CPA, LLC - Tax Prep/Accounting/CPA - Accounting and tax preparation for Corporate and Individual - NY 10018 - Investment related - 40 Hours per month - Start date: 01/01/2019. 2) 09/16/2024 - Yurkowski Financial Group, LLC - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - Start Date 7/7/2021 - 150 Hours per month/ 75 Hours During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-19 |
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