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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 |
| TX | RA | APPROVED_RES | 2020-01-22 |
| NJ | RA | APPROVED | 2011-08-22 |
Branch Locations
155 Jericho Turnpike, Floral Park, NY 11001 • United States
526 Union Blvd, West Islip, NY 11795 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Floral Park | NY | 05/2008 | Present |
| Webster Bank | Floral Park | NY | 09/2021 | Present |
1. 09/02/2021 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Webster Investments - Investment Related - At Reported Business Location(s) - Start Date: 09/02/2021. 2. 10/30/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Webster Investments - Investment Related - At Reported Business Location(s) - Start Date 11/13/2025 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-11-24 |
| S63 | Uniform Securities Agent State Law Examination | 1984-08-24 |
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