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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-05-26 |
Branch Locations
179 S Main St, New City, NY 10956 • United States
44 West Route 59, Nanuet, NY 10954 • 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 |
|---|---|---|---|---|
| Key Bank Na | Warwick | NY | 02/2011 | 12/2017 |
| Key Investment Services Llc | Poughkeepsie | NY | 03/2011 | 12/2016 |
| Lpl Financial Llc | Nanuet | NY | 05/2026 | Present |
| Webster Bank | Nanuet | NY | 05/2026 | Present |
| Key Investment Services Llc | Poughkeepsie | OH | 12/2016 | 12/2017 |
| Citi | Suffern | NY | 02/2019 | 03/2024 |
| Key Investment Services Llc | Brooklyn | OH | 03/2024 | 05/2026 |
| Keybank | New Windsor | NY | 12/2017 | 02/2019 |
1) 4/30/2026- Investment products and services are offered through LPL Financial LLC using the DBA/trade name INSTITUTION DBA Webster Investments - Inv. Related- At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-23 |
| S63 | Uniform Securities Agent State Law Examination | 2005-08-13 |
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