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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-12-17 |
| TX | RA | APPROVED_RES | 2023-02-02 |
| NY | RA | APPROVED | 2023-02-01 |
Branch Locations
30 Matthews St Ste 302, Goshen, NY 10924 • United States
Clearwater Beach, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Planning Corporation | Middleton | NY | 04/2006 | 10/2017 |
| Securities America, Inc. | Goshen | NY | 10/2017 | 02/2023 |
| Securities America Advisors | Goshen | NY | 10/2017 | 02/2023 |
| Lpl Financial Llc | Goshen | NY | 02/2023 | Present |
1) 2026-04-01 - RAM Realty Enterprises, LLC - Real Estate Rental - Y - 2 - 0 - Goshen NY - 2026-03-05 - Land and lease owner 2) 2026-05-01 - The Nash Keys FL, LLC - Business Owner - N - 6 - 0 - Clearwater FL - 2026-03-05 - Owner and consultant 3) 2024-12-18 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Quest Advisory / Quest Advisory, LLC - DBA for LPL Business (entity for LPL business) - Y - 200 - 200 - at reported business location(s) - 2024-12-16 -
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-01-03 |
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