Best Investors Account Sign in
Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-08-03
  • NY RA
    APPROVED
    Since 2021-08-03

Branch Locations

130 E Main St, Bay Shore, NY 11706 • United States

101 Wicks Rd, Brentwood, NY 11717 • United States

719 Smithtown Bypass, Smithtown, NY 11787 • United States

556-02 North Country Rd, St. James, NY 11780 • 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
Lpl Financial, Llc Smithtown NY 08/2008 Present
Flagstar Bank N.A. Smithtown NY 09/2008 Present
  • 08/2008 → Present
    Smithtown, NY
  • 09/2008 → Present
    Flagstar Bank N.A.
    Smithtown, NY
Other Businesses

1. 4/6/2009 - SBLI USA - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Time Spent 1% - Life & fixed annuities. 2. 02/02/2024 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Flagstar Wealth Services - Inv related - AT Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 2/2/2024 3. 08/09/2024 - 9 Fannie Group LLC - Real Estate Rental - Investment Related - Farmingville, NY - Start Date 08/26/2024 - 5 Hours Per Month/ 0 Hours During Trading 4. 09/03/2025- 5502 5506 EXP Group- Real Estate Rental- INV Related- Holtsville, NY - Start Date 09/15/2025 - 2 Hours Per Month/ 0 hours during trading 5. 09/03/2025- JS 74 LLC Group- Real Estate Rental- INV Related- Blue Point, NY - Start Date 09/15/2025 - 1 Hour Per Month/ 0 hours during trading

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-04-26
  • S63 Uniform Securities Agent State Law Examination
    2000-04-26
Other Names
  • Joe Sitaras

View on SEC IAPD

More in Bay Shore, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor