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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-07 |
| NY | RA | APPROVED | 2021-08-03 |
| NJ | RA | APPROVED | 2018-02-14 |
Branch Locations
538 Broadhollow Rd Ste 311, Melville, NY 11747 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Management Associates Ltd | Uniondale | NY | 05/1987 | Present |
| Prestige Employee Administrators | Woodbury | NY | 04/1998 | Present |
| Invest Financial Corporation | Tampa | FL | 07/2005 | 02/2018 |
| Lpl Financial Llc | Melville | NY | 02/2018 | Present |
PRESTIGE EMPLOYEE ADMINISTRATORS,INC. NOT INVESTMENT RELATED. 136 WOODBURY RD., WOODBURY, NY 11797 PARTNER:INVESTOR, PROFESSIONAL EMPLOYER ORGANIZATION. 2)FINANCIAL MANAGEMENT ASSOCIATES, LTD. INVESTMENT RELATED. 136 WOODBURY RD, STE 201, WOODBURY, NJ 11797, PRESIDENT-EMPLOYEE BENEFITS INSURANCE SALES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-04-11 |
| S63 | Uniform Securities Agent State Law Examination | 1984-08-13 |
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