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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-11-14 |
| NY | RA | APPROVED | 2024-11-14 |
Branch Locations
445 Broadhollow Road Suite 405, Melville, NY 11747 • United States
303 5Th Ave Suite 1810, New York, NY 10016 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Fisher Investments | Camas | WA | 06/2016 | 01/2018 |
| Milford Leathers, Llc | New York | NY | 01/2018 | 12/2019 |
| Prudential Insurance Company Of America | New York | NY | 12/2019 | Present |
| Pruco Securities, Llc. | New York | NY | 12/2019 | 11/2024 |
| National Securities | Melville | NY | 05/2018 | 07/2018 |
| Cerity Partners | New York | NY | 07/2018 | 05/2019 |
| Lpl Enterprise, Llc | New York | NY | 11/2024 | Present |
1) 10/01/2024- Giro Giro Roma (LLC), DBA Milford Leathers- Other- Provide accounting and recordkeeping services for the company.- INV Related- At New York, NY- Start date 05/08/2007- 10 HRS MTH- 0 HRS During Trading. 2) 07/08/2025-Prudential Sponsored Non-Variable Insurance-Non-Variable Insurance/Insurance Agency-Inv related-At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-12-05 |
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