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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-07-08 |
| TX | RA | APPROVED | 2025-07-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Park Avenue Securities | Rye Brook | NY | 03/2021 | 07/2021 |
| Northwestern Mutual | New York | NY | 05/2020 | 10/2020 |
| Roanoke College | Roanoke | VA | 08/2016 | 05/2020 |
| Massmutual Life Insurance Co | Armonk | NY | 10/2020 | 04/2025 |
| Mml Investors Services, Llc | Armonk | NY | 07/2021 | 04/2025 |
| Integrity Advisors Pension Consultants | Rye Brook | NY | 10/2020 | 06/2021 |
| Morgan Stanley | Roanoke | VA | 08/2018 | 12/2018 |
| Osaic Wealth, Inc | Armonk | NY | 04/2025 | 05/2025 |
| Lpl Financial | Fishkill | NY | 07/2025 | Present |
1. 07/2025 - The Diamond Mine - Outside/W-2 Employment - Not Investment related - 60 Hour(s)/Month - 4 Hour(s) During Trading - Poughkeepsie, NY 12601 - OBA Start Date: 07/21/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-19 |
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