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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-04-16 |
| NY | RA | APPROVED | 2025-04-15 |
| TX | RA | APPROVED | 2025-04-14 |
Branch Locations
271 Route 46 West Suite B201, Fairfield, NJ 07004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hofstra University | Hempstead | NY | 09/2014 | 02/2018 |
| Silverpoint Beach Club | Atlantic Beach | NY | 05/2008 | 08/2018 |
| Merrill Lynch | New York | NY | 11/2017 | 11/2017 |
| Axa Advisors, Llc. | New York | NY | 09/2018 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 09/2018 | 04/2023 |
| American Portfolios Financial Services, Inc | Fairfield | NJ | 04/2023 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | 04/2025 |
| Lpl Financial Llc | Fairfield | NJ | 04/2025 | Present |
1)02/14/2025 - Northern Advisory Group - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)02/14/2025 - Insurance Sales - Non-Variable Insurance - Inv Rel - At Reported Business Location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-28 |
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