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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-02-09 |
Branch Locations
320 Walt Whitman Rd., South Huntington, NY 11746 • United States
37-16 30Th Avenue, Long Island City, NY 11103 • United States
2 disclosure categories 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 Bank Usa, N.A. | Brooklyn | NY | 08/2016 | 11/2018 |
| Unemployed | Little Neck | NY | 11/2018 | 03/2019 |
| Aegis Capital Corp | Melville | NY | 03/2019 | 12/2019 |
| Infinex Investments, Inc. | Meriden | CT | 01/2020 | 05/2022 |
| Ridgewood Savings Bank | Brooklyn | NY | 01/2020 | 05/2022 |
| Citigroup | Garden City Park | NY | 06/2022 | 02/2026 |
| Lpl Financial Llc | Huntington Station | NY | 02/2026 | Present |
| Webster Bank | Huntington Station | NY | 02/2026 | Present |
1) 01/22/2026- Investment products and services are offered through LPL Financial LLC using the DBA/trade name Webster Investments- Inv. Related- At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 1995-02-28 |
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