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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-02-02 |
| NY | RA | APPROVED | 2021-04-21 |
Branch Locations
500 Express Drive So, Ste. 1 1St Floor, West Brentwood, NY 11717 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ernst And Young | New York | NY | 07/2017 | 11/2020 |
| Rensselaer Polytechnic Institute | Troy | NY | 08/2013 | 05/2017 |
| Lpl Financial | Brentwood | NY | 11/2020 | 02/2021 |
| Lpl Financial | West Brentwood | NY | 02/2021 | Present |
1) 12/2020 - DBA for LPL Business (entity for LPL business) - Blue Line Wealth Management - Investment Related - 100% - Brentwood, NY 11717 2) 2/3/2023 - William Penn - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date - 12/20/2022 - 5 Hours Per Month/0 Hours During Securities Trading 3) 3/3/2023 - Aflac - Investment Related - 500 Express Dr S, Brentwood, NY 11717 - Non-Variable Insurance - Aflac Broker - Start Date - 12/20/2022 - 5 Hours Per Month/0 Hours During Securities Trading 4) 01/18/2024 - Woodbury Road Consulting Corp - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/04/2024 - 40 Hours Per Month/ During Trading 5) 04/15/2024 - JB Greco & Associates - Non-Inv Related - Brentwood, NY - Outside/W-2 Employment - Bookkeeping - Started: 2/5/2024 - 10 Hrs/Mo; 0 Hr During Trading. 6) 01/12/2024 - WOODBURY ROAD CONSULTING CORP - Non-Inv Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started: 1/4/2024 - 40 Hrs/Mo During Trading. 7) 07/01/2026 - BlueLine - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 05/01/2026 - 20 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-16 |
| S63 | Uniform Securities Agent State Law Examination | 2021-02-05 |
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