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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-22 |
| NY | RA | APPROVED | 2025-08-20 |
| TX | RA | APPROVED | 2025-08-20 |
Branch Locations
913 Old Liverpool Road Suite E, Liverpool, NY 13088 • United States
Tierra Verde, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sii | Albany | NY | 01/2014 | 11/2018 |
| Osaic Wealth, Inc. | Liverpool | NY | 11/2018 | 08/2025 |
| Lpl Financial Llc | Liverpool | NY | 08/2025 | Present |
1.08/2025 - STERLING BENEFITS GROUP - HEALTH INSURANCE AND MEDICARE - Non-Variable Insurance, health and medicare - Investment Related - 160 Hour(s)/Month - 8 Hour(s) During Trading - Liverpool, NY 13088 - OBA Start Date: 12/01/2013 2. 08/2025 - Sterling Financial Group, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hour(s)/Month - 8 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 8/20/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-05-31 |
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