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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-07-18 |
Branch Locations
17 Conklin Street 2Nd Floor, Farmingdale, NY 11735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blue Ocean Wealth Solutions | East Hills | NY | 08/2023 | 05/2025 |
| Stony Brook University | Stony Brook | NY | 01/2020 | 08/2023 |
| N/A | Ronkonkoma | NY | 07/2019 | 01/2020 |
| United States Navy | San Diego | CA | 07/2013 | 07/2019 |
| Lpl Enterprise Llc | Farmingdale | NY | 06/2025 | Present |
1. 05/30/2025 - Legacy Advisors Financial Group - Non-Variable Insurance - Inv Related - Greenvale, NY - Start Date 05/15/2025 - 160hrs/MTH 2. 05/30/2025 - Legacy Advisors Financial Group - DBA for LPL Business (entity for LPL business) - Inv Related - Farmingdale, NY - Start Date 06/01/2024 - 160hrs/MTH 3. 06/09/2025 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - Centereach, NY - INV REL - Start Date 05/29/2025 - 160hrs/MTH 4. 06/09/2025 - KEVIN RICHARD AHLSTRAND N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - Centereach, NY - INV REL - Start Date 05/29/2025 - 160hrs/MTH
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-16 |
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