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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 |
Branch Locations
4155 Veterans Memorial Hwy Suite 1, Ronkonkoma, NY 11779 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bridgehampton National Bank | Hauppauge | NY | 10/2015 | Present |
| Lpl Finanical Llc | Franklin Square | NY | 02/2016 | Present |
1)2/24/16-Kella Agency LL/Insurance Agency/owner/Wholesale distribution service to insurance carriers/10%/Hauppauge, NY 2) 04/15/2016 * Bridgehampton National Bank * Financial Institution Duty * INV REL * AT REPORTED BUSINESS LOCATION(S) * START 10/22/2015 * 40 HRS/MO; 4 HRS DURING SECS TRDG HRS. 3) 02/28/2017 * Bridge Financial Services * Investment Related * At Reported Business Location(s) * DBA for LPL Business (entity for LPL business) * Started 03/21/2016 * 100 Hours Per Month/0 Hours During Securities Trading. 4) 7/26/2021 - Dime Financial Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 7/7/2021 - 20 Hours Per Month/2 Hours During Securities Trading 5) 08/25/2023 - Kuvare Corporate Management - Outside/W-2 Employment - Head of Business Development - Not Investment Related - Home Based - Start Date 09/01/2023 - 140 Hours Per Month/ 7 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-05-25 |
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