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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
98-16 101St Ave, Ozone Park, NY 11416 • United States
80-35 Jamaica Ave, Woodhaven, NY 11421 • 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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Woodhaven | NY | 08/2008 | Present |
| Flagstar Bank N.A. | Woodhaven | NY | 08/2008 | Present |
(1) 09/03/2008 * Non-Variable Insurance * INV REL * AT REPORTED BUSINESS LOCATION(S) * TIME SPENT 1% - SBLI USA Life insurance sales. (2) 02/02/2024 - Flagstar Wealth Services - Inv related - AT Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 2/2/2024
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-04-21 |
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