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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-06-15 |
Branch Locations
167 Shore Rd, Port Washington, NY 11050 • United States
1400 Old Northern Blvd, Roslyn, NY 11576 • United States
2 Muttontown Road, Syosset, NY 11791 • 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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | East Norwich | NY | 10/2012 | 09/2022 |
| Ameriprise Financial Services, Llc | Great Neck | NY | 10/2022 | 11/2022 |
| Wells Fargo Advisors Financial Network, Llc | Melville | NY | 11/2022 | 05/2023 |
| Lpl Financial Llc | Roslyn | NY | 05/2023 | Present |
| Flagstar Bank N.A. | Roslyn | NY | 05/2023 | Present |
1. 02/02/2024 - Flagstar Wealth Services - Inv related - AT Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 2/2/2024
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-31 |
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