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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-06-05 |
| NY | RA | APPROVED | 2025-06-05 |
| NC | RA | APPROVED | 2025-06-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northeast Securities, Llc | Mitchel Field | NY | 05/1996 | 12/2018 |
| Western International Securities, Inc. | Pasadena | CA | 11/2018 | 06/2025 |
| Northeast Asset Management Llc | Mitchel Field | NY | 05/2004 | 11/2018 |
| Lpl Financial Llc | Wantagh | NY | 06/2025 | Present |
1- 06/2025 - Klerer Realty Corp - Real Estate Rental - Investment Related - Wantagh, NY - Start Date 06/01/2001 - 1 hour per month/ 0 hours during trading 2- 06/2025 - Klerer Financial Services, Inc. - Third Party Administrator (TPA) - VP - Investment Related - At Reported Business Location(s) - Start Date 01/01/1997 - 200 hours per month/ during trading 3- 06/2025 - Klerer Financial Services, Inc. - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 01/01/1997 - 200 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-06-26 |
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