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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-12-18 |
Branch Locations
1 Corporate Drive Suite 205, Shelton, CT 06484 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valufinder Group | New York | NY | 06/2017 | 05/2018 |
| Take Me To The Water | New York | NY | 06/2018 | 08/2018 |
| Axa Advisors D.b.a Lionheart Wealth | New York | NY | 01/2019 | 08/2019 |
| Axa Advisors, Llc | New York | NY | 09/2019 | 06/2020 |
| Student @ Pace University | New York | NY | 08/2016 | 06/2017 |
| Student @ Pace University | New York | NY | 08/2018 | 01/2019 |
| Equitable Advisors, Llc | New York | NY | 09/2019 | 02/2021 |
| Bny Mellon Securities Corporation | Uniondale | NY | 05/2021 | 09/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Stamford | CT | 09/2022 | 05/2024 |
| Bank Of America, N.A. | Stamford | CT | 12/2022 | 04/2024 |
| Lpl Enterprise | Ft. Mill | SC | 12/2024 | Present |
| Unemployed | Danbury | CT | 05/2024 | 12/2024 |
1) 03/17/2026-Sweet Blue Swim Academy-Swim Coach-Outside/W-2 Employment-Not inv related-At Stamford, CT-Start date 03/05/2026-30hrs/mth-0hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-13 |
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