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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-11-09 |
| TX | RA | APPROVED | 2023-11-09 |
Branch Locations
300 Old Country Rd Ste 371, Mineola, NY 11501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Garden City | NY | 09/2005 | 11/2023 |
| Lpl Financial | Mineola | NY | 11/2023 | Present |
1) 09/2023 - Skomea, LLC - Real Estate Rental - Inv. Related - OLD BETHPAGE, NY 11804 - Co-owner - Start Date 3/24/2017 - 1hr/month - 1% time spent 2) 11/03/2025 - DCGM Wealth Management - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - Start Date 01/01/2026 - 160hrs/month/ during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-03-13 |
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