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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-10-20 |
Branch Locations
145 Pinelawn Rd, Ste. 345N, Melville, NY 11747 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Melville | NY | 07/2025 | Present |
| F45 Golden Triangle | Denver | CO | 05/2025 | 07/2025 |
| Sean Turner Integrated Corp. | Bayport | NY | 07/2022 | 07/2025 |
| Commit Fitness | Denver | CO | 06/2024 | 10/2024 |
| Core Progression Personal Training | Central Park | CO | 09/2023 | 06/2024 |
| The Point Bar And Grill | Montauk | NY | 05/2023 | 09/2023 |
| Long Island Jewish Y | Commack | NY | 10/2016 | 01/2017 |
| Tauk At Trails End | Montauk | NY | 03/2017 | 05/2017 |
| Suffolk County Community College | Riverhead | NY | 01/2017 | 05/2017 |
| Pennsylvania State University | State College | PA | 08/2017 | 12/2018 |
| United States Air Force | Westhampton Beach | NY | 07/2017 | 07/2023 |
| John Jay College | New York | NY | 08/2020 | 06/2022 |
| Unemployed | New York | NY | 08/2016 | 10/2016 |
| Navy Beach Restaurant | Montauk | NY | 05/2017 | 08/2017 |
| Gurneys | Montauk | NY | 06/2020 | 08/2020 |
1) 10/20/2025 - Summit Financial Services - Investment Related - DBA for LPL Business (entity for LPL business) - At reported business location (s) - Start Date:10/06/2025 - 160 Hrs/Mth - 8 Hrs During Trading - 100% time spent.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-11 |
| S66 | Uniform Combined State Law Examination | 2025-06-03 |
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