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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-03 |
| ME | RA | APPROVED | 2018-02-14 |
Branch Locations
4006 Merrick Rd, Seaford, NY 11783 • United States
6257 Sunrise Highway, Massapequa, NY 11758 • United States
1800 Grand Ave, Baldwin, NY 11510 • United States
131 Jericho Tpke, Mineola, NY 11501 • United States
899 S Oyster Bay Rd, Bethpage, NY 11714 • United States
Farmingdale, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bethpage Financial Services | Seaford | NY | 12/2008 | Present |
| Invest Financial Corp. | Seaford | NY | 08/2011 | 02/2018 |
| Lpl Financial Llc | Seaford | 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 - 130 Hrs During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-06 |
| S63 | Uniform Securities Agent State Law Examination | 2009-03-23 |
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