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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-01 |
| NY | RA | APPROVED | 2021-08-03 |
Branch Locations
899 S Oyster Bay Rd, Bethpage, NY 11714 • United States
591 E Main St, Bay Shore, NY 11706 • United States
834 Sunrise Highway, Bay Shore, NY 11706 • United States
3531 Hempstead Turnpike, Levittown, NY 11756 • United States
Bay Shore, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corp | Tampa | FL | 08/2011 | 02/2018 |
| Lpl Financial Llc | Central Islip | NY | 02/2018 | Present |
1. 12/18/2024 -FourLeaf Financial Group - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date: 02/28/2025 - 160 Hrs/Mth - 120 Hrs During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-09-04 |
| S63 | Uniform Securities Agent State Law Examination | 1996-11-05 |
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