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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-07-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Cedarhurst | NY | 03/2025 | Present |
| Bernath And Rosenberg | Cedarhurst | NY | 03/2025 | Present |
| Bernath And Rosenberg | Cedarhurst | NY | 11/2024 | 03/2025 |
| Unemployed | Flushing | NY | 08/2024 | 10/2024 |
| Csd Financial | Williamsburg | NY | 09/2023 | 08/2024 |
| Student | Flushing | NY | 01/2015 | 09/2023 |
1.12/03/2025- BERNATH AND ROSENBERG- DBA for LPL Business (entity for LPL business)-Inv Related-160 Hours Per Month-8 Hours During Trading-At reported business location (s)-Start Date 11/25/2025. 2.12/03/2025- Milvado Wealth Advisors,LLC- DBA for LPL Business (entity for LPL business)-Inv Related-160 Hours Per Month-8 Hours During Trading-Start date 12/05/2025.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-26 |
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