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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-05-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hsbc Bank Usa, N.A. | White Plains | NY | 08/2016 | 06/2023 |
| Popular Investments | New York | NY | 06/2023 | 11/2024 |
| Hsbc Bank Usa, N.A. | Scardale | NY | 12/2024 | 05/2026 |
| Hsbc Securities (Usa) Inc | Scardale | NY | 12/2024 | 05/2026 |
| Lpl Financial Llc | Somers | NY | 05/2026 | Present |
| Webster Bank | Somers | NY | 05/2026 | Present |
1) 04/16/2026- Investment products and services are offered through LPL Financial LLC using the DBA/trade name INSTITUTION DBA Webster Investments - Inv. Related- At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-09 |
| S63 | Uniform Securities Agent State Law Examination | 2006-07-07 |
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