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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2023-05-16 |
| NY | RA | APPROVED | 2022-08-17 |
Branch Locations
295 North Sea Road - Suite 101, Southampton, NY 11968 • United States
133 Main Street, Westhampton, NY 11968 • United States
74825 Main Road, Greenport, NY 11944 • United States
1430 Old Country Road, Riverhead, NY 11901 • United States
502 Main Street, Center Moriches, NY 11934 • United States
17 Main St., Sag Harbor, NY 11963 • United States
2102 Montauk Highway, Bridgehampton, NY 11932 • United States
351 Pantigo Rd, East Hampton, NY 11937 • United States
144 Sunset Ave., Westhampton, NY 11978 • United States
746 Montauk Highway, Montauk, NY 11954 • United States
6 West 2Nd Street, Riverhead, NY 11901 • United States
168 West Montauk Highway, Hampton Bays, NY 11946 • United States
31525 Main Road, Cutchogue, NY 11935 • United States
South Huntington, NY • United States
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 |
|---|---|---|---|---|
| Hsbc Bank Usa, N.A. | New York | NY | 03/2008 | 06/2020 |
| Unemployed | South Huntington | NY | 06/2020 | 11/2020 |
| Equitable Advisors | Woodbury | NY | 11/2020 | 06/2021 |
| People's United Advisors | Southampton | NY | 06/2021 | 10/2023 |
| Lpl Financial Llc | Southampton | NY | 08/2022 | Present |
1. 08/18/2022 - Willmington Advisors at M&T - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Financial Advisor - Start Date - 06/06/2022 - 160 Hours Per Month/40 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-08-08 |
| S63 | Uniform Securities Agent State Law Examination | 1989-03-22 |
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