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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-10-27
  • NY RA
    APPROVED
    Since 2025-10-27

Branch Locations

126 Spruce St, Cedarhurst, NY 11516 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Milvado Wealth Advisors Llc Cedarhurst NY 08/2024 Present
Union Of Orthodox Jewish Congregations Of America New York NY 09/2022 05/2024
Baruch College New York NY 08/2021 08/2024
Yeshiva Shaarei Mevaseret Zion Mevaseret 08/2020 06/2021
Davis Renov Stahler Yeshiva High School For Boys Woodmere NY 09/2016 06/2020
Makor Care And Services Network Brooklyn NY 10/2023 05/2024
Lpl Financial Cedarhurst NY 03/2025 Present
  • 08/2024 → Present
    Milvado Wealth Advisors Llc
    Cedarhurst, NY
  • 09/2022 → 05/2024
    Union Of Orthodox Jewish Congregations Of America
    New York, NY
  • 08/2021 → 08/2024
    Baruch College
    New York, NY
  • 08/2020 → 06/2021
    Yeshiva Shaarei Mevaseret Zion
    Mevaseret
  • 09/2016 → 06/2020
    Davis Renov Stahler Yeshiva High School For Boys
    Woodmere, NY
  • 10/2023 → 05/2024
    Makor Care And Services Network
    Brooklyn, NY
  • 03/2025 → Present
    Lpl Financial
    Cedarhurst, NY
Other Businesses

1- 05/2025 / Bernath & Rosenberg P.C. / DBA for LPL Business (entity for LPL business) / INV RLTD / AT LOCATION / 160 HRS MNTH / 8 HRS DURING TRADING / START 03/03/2025

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-24
  • S66 Uniform Combined State Law Examination
    2025-10-24

View on SEC IAPD

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