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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-03-31 |
| TX | RA | APPROVED | 2026-03-31 |
Branch Locations
25 Broadway Fl 10, Rm 1054, New York, NY 10004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Portfolios Financial Services, Inc | Holbrook | NY | 03/2014 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | 03/2026 |
| Lpl Financial | New York | NY | 03/2026 | Present |
1. 03/2026 - NextWave Capital Management - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 03/30/2026
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-13 |
| S63 | Uniform Securities Agent State Law Examination | 2014-12-23 |
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