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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-07-14 |
| FL | RA | APPROVED | 2025-07-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Humor Resources Llc | Naples | FL | 01/2024 | Present |
| Original Investment Family Limited Partnership | Naples | FL | 05/2014 | Present |
| Philart | Staten Island | NY | 09/2008 | 12/2017 |
| Ppad Inc And Associates | Staten Island | NY | 09/2008 | 12/2017 |
| Jewelry Designer Showcase | Staten Island | NY | 09/2008 | 12/2016 |
| Lpl Financial Llc | Naples | FL | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-11-20 |
| S65 | Uniform Investment Adviser Law Examination | 2023-08-17 |
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