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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-01 |
| NY | RA | APPROVED | 2025-03-27 |
Branch Locations
100 Tinker St, Woodstock, NY 12498 • United States
462 Seventh Ave 6Th Fl Unit 2, New York, NY 10018 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc | Melville | NY | 11/2010 | 07/2020 |
| Prudential Insurance Company Of America | Melville | NY | 11/2010 | 07/2020 |
| Ameriprise Financial Services, Llc | New York | NY | 07/2020 | 03/2025 |
| Lpl Financial | New York | NY | 03/2025 | Present |
09/18/2024 - Noble Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - New York, NY 10018 - Start Date 09/25/24 - Hours per month 160 - Time Spent 100 09/18/2024 Apex Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - New York, NY 10018 - Start Date 09/25/24 - Hours per month 160 - Time Spent 100 09/18/24 188 Meserole Ave - Real Estate Rental - Investment Related - Brooklyn, NY 11105 - Hours per month 0 - Time Spent 5
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 2011-03-18 |
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