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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-04-18 |
| NY | RA | APPROVED | 2022-10-27 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
1719 N Ocean Ave Ste D, Medford, NY 11763-2669 • United States
1719 N Ocean Ave Ste D, Medford, NY 11763-2669 • 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 |
|---|---|---|---|---|
| American Portfolios Financial Services, Inc | Holbrook | NY | 07/2016 | 10/2022 |
| Lpl Financial Llc | Medford | NY | 10/2022 | Present |
1- 08/2015 / Triton Bay Wealth Management / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED / MEDFORD, NY 2- 08/2015 / Triton Bay Wealth Advisors / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED / MEDFORD, NY 3- 12/27/2024- Prime Performance Sports- Outside/W-2 Employment- Not INV Related- At Port jeff station, NY -Start date 09/01/2024- 30 HRS MTH
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-06 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-20 |
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