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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-07-26 |
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 |
|---|---|---|---|---|
| Lpl Enterprise, Llc | Farmingdale | NY | 06/2025 | Present |
| Blue Ocean Wealth Solutions | East Hills | NY | 08/2024 | 04/2025 |
| N/A | Lynbrook | NY | 06/2023 | 08/2024 |
| Binghamton University | Binghamton | NY | 08/2021 | 05/2023 |
| Ncc | Garden City | NY | 01/2020 | 07/2021 |
| Nathan's Restaurant | Oceanside | NY | 10/2019 | 01/2021 |
| Tampa | Tampa | FL | 08/2019 | 10/2019 |
| Summer Camp | Lynbrook | NY | 07/2019 | 08/2019 |
| High School | Lynbrook | NY | 06/2015 | 06/2019 |
| Summer Camp | Lynbrook | NY | 07/2018 | 08/2018 |
| Summer Camp | Lynbrook | NY | 07/2017 | 08/2017 |
1) 06/06/2025-John Donaldson-Financial Professional-Non-Variable Insurance/Insurance Agency-Inv related-At Lynbrook, NY-Start date 06/06/2025-160hrs/mth-160hrs/mth during trading 2) 06/06/2025-Prudential Advisors-Financial Professional-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 06/06/2025-160hrs/mth-160hrs/mth during trading 3) 09/18/2025-Legacy Advisors Financial Group-Financial Advisor/Office Support-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 09/15/2025-160hrs/mth-8hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-24 |
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