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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-07 |
Branch Locations
2 Greenway Plaza 145 Pinelawn Rd, St 340 South, Melville, NY 11747 • United States
Vero Beach, FL • United States
199 East Bay Road Suite 16B, Osterville, MA 02655 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| W.J. Christie International Planning Cor | Mellville | NY | 01/1972 | Present |
| William J. Christie Associates, Inc. | Mellville | NY | 01/1973 | Present |
| The Investment Center Inc | Vero Beach | FL | 01/2013 | 03/2025 |
| Ic Advisory Services Inc | Vero Beach | FL | 01/2013 | 03/2025 |
| Lpl Financial Llc | Mellville | NY | 03/2025 | Present |
1. 03/06/2025-William J. Christie Associates, Inc.- Insurance-Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 01/01/1966- 10 Hours Per Month- 10 Hours During Trading 2. 03/06/2025- Cove at East Bay Condo Assoc.- Non-Profit Board Member- INV Related- At Osterville, MA- Start date 01/01/2001- 1 Hour Per Month- 1 Hour During Trading 3. 03/06/2025- William J. Christie Associates, Inc.- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 01/01/1995- 200 Hours Per Month- 120 Hours During Trading 4. 03/06/2025- William J. & Maryann M. Christie Family Foundation- Other- INV Related- At VEROBEACH, FL- Start date 01/10/2025- 1 Hour Per Month- 1 Hour During Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-07-21 |
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