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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-03 |
Branch Locations
900 Walt Whitman Rd Suite 310, Melville, NY 11747 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors, Inc. | Melville | NY | 09/2014 | 09/2017 |
| Lpl Financial Llc | Melville | NY | 09/2017 | Present |
1)9/15/17- Wexford Financial Strategies-DBA for LPL Business (entity for LPL business)- Inv. Related- Melville, NY- 100% 2)9/15/17- Non-Variable Insurance - Agent- Fixed Insurance- Melville, NY- start date 9/4/1980- 20% 3)9/15/17- SBS Associates, Inc- Business Entity For Tax/Investment Purposes Only- Inv. Related- Melville, NY- 100%
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-02-15 |
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