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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 |
Branch Locations
696 Horseblock Road, Farmingville, NY 11738 • United States
6348 Rte. 25A, Wading River, NY 11792 • United States
1047 North Country Road, Stony Brook, NY 11790 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Astoria Federal Savings | Shirley | NY | 04/2009 | 09/2021 |
| Lpl Financial Llc | Shirley | NY | 11/2009 | Present |
| Webster Bank | Shirley | NY | 09/2021 | Present |
(1) 4/13/2012: No Business Name - Not Investment Related - At Reported Business Location(s) - Other-Notary - Time Spent 1% - Notary Public. (2) 09/02/2021 - 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: 09/02/2021. (3) 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 |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-02-26 |
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