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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-12-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Melville | NY | 02/2024 | Present |
| State Of Ny, New Paltz Campus | New Paltz | NY | 09/2017 | 12/2022 |
| Brooklyn Brew Shop | Kingston | NY | 06/2020 | 08/2023 |
| Cherries Ice Cream | Stone Ridge | NY | 05/2023 | 08/2023 |
| Unemployed | Brooklyn | NY | 08/2023 | 11/2023 |
| Paramount Placement | Brooklyn | NY | 11/2023 | 04/2024 |
| Herrell's Ice Cream | Huntington | NY | 07/2015 | 08/2017 |
| Walt Whitman High School | Huntington | NY | 09/2013 | 09/2017 |
| Suny New Paltz | New Paltz | NY | 08/2017 | 12/2022 |
1) 03/26/2024 - Montauk Wealth Management - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-12 |
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