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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-03-25 |
| NY | RA | APPROVED | 2026-03-03 |
Branch Locations
899 S Oyster Bay Rd, Bethpage, NY 11714 • United States
Orchard Park, NY • United States
23-88A Bell Blvd, Bayside, NY 11360 • United States
56 Haddonfield Road, Cherry Hill, NJ 08002 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Bayside | NY | 07/2017 | 02/2025 |
| Jp Morgan Chase Bank | Bayside | NY | 01/2016 | 12/2017 |
| Jp Morgan Chase Bank | Bayside | NY | 08/2013 | 12/2016 |
| Education | Hicksville | NY | 02/2025 | 06/2025 |
| Bethpage Financial Group / Dba For Lpl Business, Lpl Financial | New York | NY | 06/2025 | Present |
| Nust Construction & Roofing Llc | Hicksville | NY | 07/2009 | Present |
| Lpl Financial Llc | New York | NY | 06/2025 | Present |
1- 06/05/2025 / NUST Construction & Roofing LLC / Business Owner / Not Investment Related / Start date:05/01/2004 / 2 Hrs/Mth - 0 Hrs During Trading. 2- 06/05/2025 / Bethpage Financial Group / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s) / 0 Hrs/Mth - 0 Hrs During Trading. 3) 06/27/2025 - FourLeaf Financial Group - Investment Related - DBA for LPL Business (entity for LPL business) - At reported business location(s) - Start Date:06/05/2025 - 40 Hrs/Mth - 40 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-23 |
| S63 | Uniform Securities Agent State Law Examination | 2017-11-08 |
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