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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-05-09 |
Branch Locations
One Jericho Plaza, Jericho, NY 11753 • United States
2090 Merrick Rd, Merrick, NY 11566 • United States
70 Manetto Hill Mall, Plainview, NY 11803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Signature Securities Group Corp./Signature Bank | New York | NY | 07/2014 | 12/2017 |
| Cetera Advisor Networks | El Segundo | CA | 12/2017 | 01/2021 |
| Alliant Retirement Consulting | 320 West 57Th Street New York | NY | 12/2017 | 01/2021 |
| Cetera Investment Advisers Llc | Merrick | NY | 02/2021 | 05/2022 |
| Investors Bank | Merrick | NY | 02/2021 | 05/2022 |
| Cetera Investment Services Llc | St. Cloud | MN | 02/2021 | 05/2022 |
| Sterling National Bank | Merrick | NY | 05/2022 | 10/2022 |
| Financial Resources Group Investment Services Llc | Fort Mill | NC | 05/2022 | 12/2023 |
| Lpl Financial Llc | Merrick | NY | 05/2022 | Present |
| Webster Bank | Merrick | NY | 05/2022 | Present |
1) 5/2022- Investment products and services are offered through LPL Financial LLC using the DBA/trade name Webster Investments- inv. related- at reported business location(s) 2) 10/30/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Webster Investments - Investment Related - At Reported Business Location(s) - Start Date 11/13/2025 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-09-04 |
| S65 | Uniform Investment Adviser Law Examination | 1995-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 1993-06-01 |
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