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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-25 |
| NY | RA | APPROVED | 2025-01-17 |
Branch Locations
445 Broadhollow Road Suite 405, Melville, NY 11747 • United States
1772 E. Jericho Tpke Suite 1A, Huntington, NY 11743 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | New York | NY | 07/2023 | 07/2024 |
| J.P. Morgan Securities Llc | New York | NY | 11/2023 | 07/2024 |
| First Republic Bank | New York | NY | 10/2018 | 07/2023 |
| Unemployed | New York | NY | 02/2015 | 09/2018 |
| Pruco Securities, Llc | Huntington | NY | 09/2024 | 11/2024 |
| The Prudential Insurance Company Of America | Huntington | NY | 09/2024 | Present |
| Lpl Enterprise, Llc | Huntington | NY | 11/2024 | Present |
1) 01/27/2025 - RG Wealth Management Group - DBA for LPL Business (entity for LPL business) - INV Related - At reported business location(s) - Start Date 09/09/2024 - 160hs/mth - 12hrs During Trading 2) 02/12/2025 - First Evolution Corp - Business Owner - Not INV Related - At Hauppauge, NY - Start Date 01/27/2022 - 10hs/mth - 3hrs During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 2024-08-23 |
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