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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 |
| DE | RA | APPROVED | 2019-05-22 |
Branch Locations
200 Belle Terre Rd, Port Jefferson, NY 11777 • United States
6150 Jericho Turnpike, Commack, NY 11726 • United States
1282 Motor Parkway, Islandia, NY 11749 • United States
5 Eastport-Manor Rd, Eastport, NY 11941 • United States
Rt. 24 At 2 Enterprise Zone Dr, Riverhead, NY 11901 • United States
213 N. Main Street, Sayville, NY 11782 • United States
50-108 Route 109, West Babylon, NY 11704 • United States
850 County Rd. 39, Southampton, NY 11968 • United States
3681 Horseblock Road, Medford, NY 11763 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suffolk Federal Credit Union | Medford | NY | 10/2013 | 04/2019 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 10/2013 | 04/2019 |
| Lpl Financial Llc | Medford | NY | 04/2019 | Present |
| Suffolk Federal Credit Union | Islandia | NY | 10/2013 | Present |
1. 08/03/2022 -Investment products and services are offered through LPL Financial LLC using the DBA/trade name Suffolk Federal Credit Union- Investment Related- At Reported Business Location(s)- Start Date- 11/01/2022 - 40 Hours Per Month/ 40 Hours During Securities Trading 2. 06/17/2026 - Suffolk Investments - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 06/08/2026 - 2 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-06-16 |
| S65 | Uniform Investment Adviser Law Examination | 2004-10-06 |
| S63 | Uniform Securities Agent State Law Examination | 1985-06-26 |
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