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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-03-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Financial Specialists Llc | Schaumburg | IL | 07/2023 | 03/2025 |
| Bernath And Rosenberg, P.C | Cedarhurst | NY | 09/2019 | Present |
| Yeshiva University | New York | NY | 09/2014 | 06/2019 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 02/2024 | 03/2025 |
| Lpl Financial | Cedarhurst | NY | 03/2025 | Present |
02/20/25 - Bernath and Rosenberg - DBA for LPL Business (entity for LPL Business) Investment Related - Cedarhurst, NY 11516 - OBA Start Date 09/01/19 - Hours per Month 160 - Time Spent 50 02/20/25 - Milvado Wealth Advisors LLC - DBA for LPL Business (entity for LPL Business) Investment Related - Cedarhurst, NY 11516 - OBA Start Date 09/01/19 - Hours per Month 160 - Time Spent 50
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-20 |
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