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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-07-20 |
Branch Locations
1047 North Country Road, Stony Brook, NY 11790 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hsbc Bank Usa, N.A. | Melville | NY | 08/2016 | 04/2017 |
| Hsbc Bank Usa N.A. | Bohemia | NY | 04/2017 | 12/2017 |
| Citigroup | Rego Park | NY | 12/2017 | 03/2024 |
| Hsbc Securities Usa Inc. | Smithtown | NY | 01/2025 | 07/2026 |
| Hsbc Bank Usa National Association | Smithtown | NY | 01/2025 | 07/2026 |
| Unemployed | Sound Beach | NY | 04/2024 | 01/2025 |
| Lpl Financial Llc | Stony Brook | NY | 07/2026 | Present |
| Webster Bank | Stony Brook | NY | 07/2026 | Present |
1: 07/2026 - Sound Realty Advisor - Real Estate Rental - Inv Related - 1 Hour/Month - 1 Hour During Trading - Sound Beach, NY - OBA Start Date: 12/01/2021. 2: 07/2026 - Shreddin Sports - Business Owner - Not Inv Related - 8 Hours/Month - 1 Hour During Trading - OBA Start Date: 04/04/2026. 3: 07/2026 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Webster Investments - Inv Related - 160 Hours/Month - 160 Hours During Trading - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 1993-07-30 |
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