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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
899 S Oyster Bay Rd, Bethpage, NY 11714 • United States
94 Harned Rd, Commack, NY 11725 • United States
357 Larkfield Rd, East Northport, NY 11731 • United States
2245 Middle Country Rd, Centereach, NY 11720 • United States
405 Nassau Road, Roosevelt, NY 11575 • United States
2055 Hillside Avenue, New Hyde Park, NY 11040 • United States
Stony Brook, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ifmg Securities, Inc. | Bayshore | NY | 05/2006 | 12/2019 |
| Astoria Federal Savings | Bayshore | NY | 05/2006 | 12/2019 |
| Lpl Financial, Llc | Commack | NY | 05/2008 | Present |
| Bethpage Federal Credit Union | Commack | NY | 12/2019 | Present |
1) 12/18/2024- DBA for LPL Business (entity for LPL business)- FourLeaf Financial Group- INV Related- At Reported Business Location(s)- Start date 02/28/2020- 160 Hour Month Per Month- 160 Hour During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-07-11 |
| S63 | Uniform Securities Agent State Law Examination | 1996-02-23 |
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