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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-23 |
| NY | RA | APPROVED | 2021-08-03 |
| CT | RA | APPROVED | 2016-09-19 |
Branch Locations
35 East Grassy Sprain Rd, Yonkers, NY 10710 • United States
1265 Boston Post Road, Larchmont, NY 10538 • United States
760 Mclean Avenue, Yonkers, NY 10704 • United States
2143 Central Park Avenue, Yonkers, NY 10710 • United States
2 River Street, New Rochelle, NY 10801 • United States
85 Mason St, Greenwich, CT 06830 • United States
72 Purchase Street, Rye, NY 10580 • United States
1919 Black Rock Turnpike, Fairfield, CT 06825 • United States
402 Connecticut Avenue, Norwalk, CT 06854 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hsbc Bank Usa, N.A. | Mamaroneck | NY | 08/2016 | 09/2016 |
| Webster Bank | Larchmont | NY | 09/2016 | Present |
| Lpl Financial Llc | Larchmont | NY | 09/2016 | Present |
1) 9/19/16 - Real Estate Rental- Property Owner- Inv. Related- Norwalk, CT- start date 5/1/2016 - 4 hours per month/ 0 hours during trading 2) 3/3/2021 - 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: 9/12/2016 - 160 Hours Per Month/8 Hours During Securities Trading. 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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 2006-04-27 |
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