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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-08-17 |
Branch Locations
1 East Main St, Smithtown, NY 11787 • United States
2801 Route 112, Suite B, Medford, NY 11763 • United States
2020 Jericho Turnpike, Commack, NY 11725 • United States
548 Route 111, Hauppauge, NY 11788 • United States
1919 Middle Country Road, Centereach, NY 11720 • United States
99 Ny- 25A, Shoreham, NY 11786 • United States
301 Route 25A, Miller Place, NY 11764 • United States
135 West Broadway, Port Jefferson, NY 11777 • United States
1830 Route 112, Coram, NY 11727 • United States
2065 Wading River-Manor Road, Wading River, NY 11792 • United States
Port Jefferson Sta., NY • 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 |
|---|---|---|---|---|
| Hsbc Securities (Usa) Inc. | Lake Ronkonkoma | NY | 04/2013 | 06/2020 |
| Hsbc Bank Usa, N.A. | Lake Ronkonkoma | NY | 08/2016 | 06/2020 |
| Cetera Investment Advisers Llc | Commack | NY | 07/2020 | 05/2021 |
| Investors Bank | Commack | NY | 07/2020 | 05/2021 |
| Cetera Investment Services Llc | St. Cloud | MN | 07/2020 | 05/2021 |
| People'S Securities, Inc. | Smithtown | NY | 05/2021 | 08/2022 |
| People'S United Advisors | Smithtown | NY | 05/2021 | 08/2022 |
| Lpl Financial Llc | Smithtown | NY | 08/2022 | Present |
1. 08/18/2022 - Wilmington Advisors at M&T - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Financial Consultant - Start Date - 06/13/2022 - 160 Hours Per Month/150 Hours During Securities Trading. 2. 08/18/2022 - Flipswitch - Not Investment Related - 16 Monclair St Port Jefferson Sta NY 11776 - Artist/ Musician - Drummer/band member - Start Date - 05/01/2012 - 10 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-12-09 |
| S63 | Uniform Securities Agent State Law Examination | 1993-10-15 |
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