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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-05-16 |
| NY | RA | APPROVED | 2022-05-13 |
Branch Locations
1129 Northern Blvd Ste 404, Manhasset, NY 11030 • 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 |
|---|---|---|---|---|
| Woodbury Financial Services Inc | Mineola | NY | 06/2015 | 05/2022 |
| Lpl Financial Llc | Mineola | NY | 05/2022 | Present |
1)03/31/2022 - BERNSTEIN INVESTMENT GROUP - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business location(s) 2)03/31/2022 - WORLD INSURANCE ASOCIATES LLC - Non-Variable Insurance - Inv Rel - At Reported Business Location(s) 3)03/31/2022 - WORLD INSURANCE - OUTSIDE/ W-2 EMPLOYMENT - Inv Rel - At Reported Business Location(s) 4)03/31/2022 - Real Estate Rental - Owner - Multiple Addresses - Inv Rel
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-17 |
| S65 | Uniform Investment Adviser Law Examination | 1999-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 1997-10-10 |
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