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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-06 |
| NJ | RA | APPROVED | 2025-03-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jenkoski, Long & Yu Cpa | Middlesex | NJ | 10/2016 | 03/2022 |
| The Investment Center Inc | Middlesex | NJ | 03/2019 | 03/2025 |
| Forester Financial | Edison | NJ | 06/2008 | 10/2016 |
| Ic Advisory Services Inc | Middlesex | NJ | 08/2019 | 03/2025 |
| Lpl Financial Llc | Middlesex | NJ | 03/2025 | Present |
| Linda M Yu, Cpa Llc | Middlesex | NJ | 03/2022 | Present |
1. 03/06/2025- Linda M. Yu, CPA LLC- Tax Prep/Accounting/CPA- INV Related- At Reported Business Location(s)- Start date 01/26/2022- 250 Hours Per Month- 80 Hours During Trading 2. 03/06/2025- CLY Associates, LLC- Real Estate Rental- INV Related- At Middlesex, NJ- Start date 12/20/2017- 2 Hours Per Month 3. 03/06/2025- Yu's Black Belt Institute, Inc.- Business Owner- Not INV Related- At Middlesex, NJ- Start date 05/04/1988- 2 Hours Per Month 4. 12/05/2025 - Linda M. Yu, CPA LLC - Business Owner - Investment Related - At Reported Business Location(s) - Start Date 03/07/2022 - 150 hours per month/ 130 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-30 |
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