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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-10-27 |
Branch Locations
445 Broadhollow Road Suite 405, Melville, NY 11747 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lion Search Group | Farmingdale | NY | 09/2020 | 12/2024 |
| Execu-Search | Melville | NY | 11/2016 | 09/2020 |
| Cbiz / Marks Paneth | Woodbury | NY | 02/2016 | 10/2016 |
| Lpl Enterprise | Melville | NY | 06/2025 | Present |
| Unemployed | West Islip | NY | 12/2024 | 06/2025 |
1. 06/25/2025 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - West Islip, NY - INV REL - Start Date 06/20/2025 - 160hrs/mth 2. 06/25/2025 - N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - West Islip, NY - INV REL - Start Date 06/20/2025 - 160hrs/mth 3. 06/25/2025 - Daniel Giuliante LLC - Business Entity For Tax/Investment Purposes Only - West Islip, NY - NOT INV REL - Start Date 06/18/2025 - 5hrs/mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-24 |
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