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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-10-15 |
| TX | RA | APPROVED | 2023-12-13 |
| FL | RA | APPROVED | 2023-09-11 |
Branch Locations
411 Theodore Fremd Ave Ste 206, Rye, NY 10580 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Financial | Nanuet | NY | 06/2018 | 12/2018 |
| Suny Oneonta | Oneonta | NY | 09/2017 | 06/2018 |
| Northbound Executive Search | New York | NY | 05/2017 | 09/2017 |
| Foresters Financial | Latham | NY | 01/2017 | 05/2017 |
| The Castle Fun Center | Chester | NY | 06/2013 | 01/2017 |
| Suny Oneonta Career Development Center | Oneonta | NY | 09/2014 | 05/2018 |
| Foresters Financial Services | Pearl River | NY | 12/2018 | 06/2019 |
| Cetera Investment Services Llc | St Cloud | MN | 06/2019 | 09/2023 |
| Cetera Investment Advisers Llc | Pearl River | NY | 06/2019 | 09/2023 |
| Lpl Financial Llc | St. Petersburg | FL | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-09 |
| S63 | Uniform Securities Agent State Law Examination | 2018-10-01 |
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