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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-03-06 |
| CA | RA | APPROVED | 2025-03-06 |
| CO | RA | APPROVED | 2025-03-06 |
| DC | RA | APPROVED | 2025-03-06 |
| FL | RA | APPROVED | 2025-03-06 |
| GA | RA | APPROVED | 2025-03-06 |
| ME | RA | APPROVED | 2025-03-06 |
| MD | RA | APPROVED | 2025-03-06 |
| MA | RA | APPROVED | 2025-03-06 |
| MN | RA | APPROVED | 2025-03-06 |
| MT | RA | APPROVED | 2025-03-06 |
| NH | RA | APPROVED | 2025-03-06 |
| NJ | RA | APPROVED | 2025-03-06 |
| NY | RA | APPROVED | 2025-03-06 |
| NC | RA | APPROVED | 2025-03-06 |
| OR | RA | APPROVED | 2025-03-06 |
| PA | RA | APPROVED | 2025-03-06 |
| RI | RA | APPROVED | 2025-03-06 |
| SC | RA | APPROVED | 2025-03-06 |
| UT | RA | APPROVED | 2025-03-06 |
| VA | RA | APPROVED | 2025-03-06 |
Branch Locations
5 Penn Plaza 19Th Fl, New York, NY 10001 • United States
727 Union Avenue, Riverhead, NY 11901 • United States
1305 Walt Whitman Road Suite 310, Melville, NY 11747 • United States
86 Carleton Avenue, East Islip, NY 11730 • United States
535 Broadhollow Rd Ste B34, Melville, NY 11747 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Investment Center, Inc. | East Islip | NY | 01/2006 | 03/2025 |
| Ic Advisory Services, Inc. | East Islep | NJ | 06/2006 | 03/2025 |
| Lpl Financial Llc | East Islip | NY | 03/2025 | Present |
1. 03/06/2025- Comprehensive Financial Benefits LLC- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 01/01/2015- 20 Hours Per Month- 20 Hours During Trading 2. 03/06/2025- Stanley Lozinski- Coach/ Sports/ Fitness- INV Related- At Great RIver, NY-Start date 06/01/2023- 8 Hours Per Month 3. 03/06/2025- CF Advisory Services, LLC- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 01/01/2017- 160 Hours Per Month- 160 Hours During Trading 4. 03/06/2025- Comprehensive Financial- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 01/01/2017- 160 Hours Per Month- 160 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-12-04 |
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