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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-11-27 |
Branch Locations
4250 Veterans Memorial Hwy Ste 228E, Holbrook, NY 11741 • United States
4250 Veterans Memorial Hwy Ste 228E, Holbrook, NY 11741 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massachusetts Mutual Life Insurance Comp | Springfield | MA | 08/1989 | 11/2023 |
| American Portfolios Financial Services, Inc. | Holbrook | NY | 05/2014 | 11/2023 |
| Lpl Financial | Holbrook | NY | 11/2023 | Present |
1) 10/2023 - Q Wealth Management - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - 160hrs/month - 100% time spent. 4250 Veteran Memorial Hwy Suite 228E Holbrook, NY 11741
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-06-02 |
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