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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-03-10 |
Branch Locations
4032 Neconset Hwy, East Setauket, NY 11733 • United States
1820 Brentwood Road, Brentwood, NY 11717 • United States
21 East Industry Court, Suite, Deer Park, NY 11729 • United States
693 Montauk Highway, Bayport, NY 11705 • United States
955 Little East Neck Road, West Babylon, NY 11704 • United States
3880 Veterans Memorial Highway, Bohemia, NY 11716 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New Generation Power Int. | Chicago | IL | 12/2015 | 11/2017 |
| Halliday Financial Llc | Glen Head | NY | 12/2017 | 08/2018 |
| Temporary Retirement | New York | NY | 08/2018 | 06/2020 |
| Dinosaur Financial Group Llc | New York | NY | 06/2020 | 03/2022 |
| Td Bank N.A. | Melville | NY | 01/2023 | 03/2025 |
| Td Private Client Wealth Llc | Melville | NY | 01/2023 | 03/2025 |
| True Trade Ltd | London | 02/2020 | 09/2021 | |
| Unemployed | Westhampton | NY | 03/2022 | 01/2023 |
| Lpl Financial | Bohemia | NY | 03/2025 | Present |
| M&T Bank | Bohemia | NY | 03/2025 | Present |
1- 03/2025 / Wilmington Advisors @ M&T / DBA for LPL Business (entity for LPL business) / INV RLTD / AT LOCATION
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-07 |
| S66 | Uniform Combined State Law Examination | 2014-03-06 |
| S63 | Uniform Securities Agent State Law Examination | 2007-03-19 |
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