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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-03 |
| NJ | RA | APPROVED | 2019-07-18 |
Branch Locations
8025 Roosevelt Blvd, Ste 200, Philadelphia, PA 19152 • United States
1280 Broadway, Hewlett, NY 11557 • United States
333 Central Avenue, Lawrence, NY 11559 • United States
75 North Central Ave, Valley, NY 11580 • United States
75 North Central Avenue, Valley, NY 11580 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Astoria Bank | Medford | NY | 06/2016 | 09/2019 |
| Lpl Financial, Llc | Bellmore | NY | 06/2016 | Present |
| Flagstar Bank | Bellmore | NY | 06/2016 | Present |
1. 02/02/2024 - Flagstar Wealth Services - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 2/2/2024
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-06-15 |
| S63 | Uniform Securities Agent State Law Examination | 1992-12-18 |
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