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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-06-06 |
| TX | RA | APPROVED | 2025-06-06 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
42 Dunlop Road, Huntington, NY 11743 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | New York | NY | 02/2014 | 06/2025 |
| Lpl Financial Llc | Huntington | NY | 06/2025 | Present |
1)03/24/2025 - Furtherance Capital Advisors - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 2009-01-05 |
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