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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-06-17 |
Branch Locations
1150 Franklin Avenue, Garden City, NY 11530 • United States
44 Cedar Swamp Road, Glen Cove, NY 11542 • United States
120 S. Franklin Ave, Valley Stream, NY 11580 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities Llc | Garden City | NY | 01/2015 | 06/2018 |
| E*Trade Capital Management Llc | Garden City | NY | 01/2015 | 06/2018 |
| M&T Securities | Buffalo | NY | 04/2019 | 10/2022 |
| Lax Out Loud Llc | Port Washington | NY | 09/2014 | 10/2022 |
| Lpl Financial Llc | Great Neck | NY | 06/2021 | 10/2022 |
| Citigroup | Massapequa Park | NY | 10/2022 | 04/2024 |
| Lpl Financial Llc | Valley Stream | NY | 06/2024 | Present |
| Webster Bank | Valley Stream | NY | 06/2024 | Present |
1) 06/2024- Investment products and services are offered through LPL Financial LLC using the DBA/trade name WEBSTER INVESTMENTS / Investment Related / At reported business location(s) 2) 10/30/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Webster Investments - Investment Related - At Reported Business Location(s) - Start Date 11/13/2025 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 2009-05-18 |
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