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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
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Portfolios Financial Services, Inc. | Holbrook | NY | 03/2013 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | 03/2025 |
| Lpl Financial Llc | Smithtown | NY | 03/2025 | Present |
1 - 03/2025 - Synergy Wealth Strategies - DBA for LPL Business (entity for LPL business) - Inv Related - 100 Hours/Month - 6 Hours During Trading - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-03-05 |
| S63 | Uniform Securities Agent State Law Examination | 1993-06-28 |
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