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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-08-18 |
| TX | RA | APPROVED | 2025-08-18 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth, Inc. | New York | NY | 10/2010 | 08/2025 |
| Lpl Financial Llc | Westbury | NY | 08/2025 | Present |
1. 08/2025 - A&M Financial Services, LLC - Non-Variable Insurance - Investment Related - 5 Hrs/Mth - 5 Hrs During Trading - Westbury, NY 11590 - OBA Start Date: 10/01/2009 2. 08/2025 - A&M Financial Services,LLC. - DBA for LPL Business (entity for LPL business) - Investment Related - 50 Hrs/Mth - 8 Hrs During Trading - At Reported Business Location(s) - OBA Start Date: 08/18/2025 3. 08/2025 - PEA POND REALTY - Real Estate Rental - Investment Related - 1 Hrs/Mth - 0 Hrs During Trading - Bellmore, NY 11710 - OBA Start Date: 01/01/2018
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-09-04 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-26 |
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