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9 South Long Beach Road, Rockville Centre, NY 11570 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-11-15 |
Branch Locations
9 South Long Beach Road, Rockville Centre, NY 11570 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J P Morgan Securities Llc | Merrick | NY | 03/2014 | 07/2024 |
| Recco Home Care Service(Formerly All Metro Health Care) | Massapequa | NY | 04/2019 | 12/2019 |
| Lpl Financial Llc | Huntington | NY | 07/2024 | Present |
1) 07/23/2024 - The Pinnacle Financial Group - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 2) 07/23/2024 - Notary - NY 11747 - Investment related - 1% Time spent - Start date: 11/30/2005. 3) 04/10/2025 - Senior Services of North America - Investment Related - Non-Variable Insurance - At reported business location(s) - Start Date:04/04/2025 - 10 Hrs/Mth - 1 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-08-03 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-15 |
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