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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-03-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Portfolios | Holbrook | NY | 10/2008 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | 03/2025 |
| Lpl Financial Llc | Smithtown | NY | 03/2025 | Present |
1)03/04/2025 - E & S Payroll Services - Business Owner - Partner - No - Howard Beach, NY - Start: 02/2025 - 10 Hr/Mth 2)03/04/2025 - Synergy Wealth Strategies - DBA for LPL Business (entity for LPL business) - Inv Rel 3)03/04/2025 - Non-Variable Insurance - Inv Rel - Smithtown, NY - Start 10/2008 - 20 Hr/Mth 4)03/04/2025 - Notary - State of NY - Smithtown, NY - Start: 01/2013 - 1 Hr/Mth 5) 03/28/2025 - Synergy Wealth Holdings Inc - Not Investment Related - Business Entity For Tax/Investment Purposes Only - At Reported Business Location(s) - Start Date:03/27/2025 - 10 Hrs/Mth - 4 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-04-19 |
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