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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-01-06 |
Branch Locations
693 East Jericho Turnpike, Huntington Station, NY 11746 • United States
580 Larkfield Road, East Northport, NY 11731 • United States
2225 Jericho Turnpike, Commack, NY 11725 • United States
8081 Jericho Turnpike, Woodbury, NY 11797 • United States
1990 Hempstead Tpk Ste B, East Meadow, NY 11554 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| People'S United Bank | Bridgeport | CT | 06/2012 | 07/2019 |
| People'S Securities, Inc. | Bridgeport | CT | 07/2014 | 07/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Melville | NY | 07/2019 | 12/2022 |
| Rite Aid | Lindenhurst | NY | 09/2016 | 07/2018 |
| Bank Of America, N.A. | Melville | NY | 08/2019 | 12/2022 |
| Lpl Financial Llc | East Northport | NY | 01/2023 | Present |
| Flagstar Bank | East Northport | NY | 01/2023 | Present |
1) 02/02/2024 - Flagstar Wealth Services - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 2/2/2024 2) 10/10/2024 - Instacart - Outside/W-2 Employment - Shopper - Not Investment Related - Start Date 10/01/2024 - 15 Hours Per Month/ 0 Hours During Trading 3) 09/05/2025- Shipt- Outside/W-2 Employment- Not INV Related- Start date 09/12/2025- 15 Hours Per Month 4) 09/05/2025- Uber Eats- Outside/W-2 Employment- Not INV Related- Start date 09/12/2025- 15 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 2014-09-10 |
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