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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-05-02 |
Branch Locations
1207 Us-9 #1A, Wappingers Falls, NY 12590 • United States
1207 Us-9 #1A, Wappingers Falls, NY 12590 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc. | Wappinger Falls | NY | 06/1987 | 03/2017 |
| Massachusetts Mutual Life Insurance Company | Elmsford | NY | 07/2016 | 12/2018 |
| Mml Investors Services, Llc | Elmsford | NY | 03/2017 | 12/2018 |
| Lincoln Financial Advisors | Fishkill | NY | 12/2018 | 12/2022 |
| Lincoln Financial Advisors Corporation | Poughkeepsie | NY | 12/2022 | 05/2024 |
| Lpl Financial, Llc | Wappingers Falls | NY | 05/2024 | Present |
1. 04/30/2024- Non-Varible Insurance- Inv Rel- NY 12590- 2. 04/30/2024- LINCOLN WEALTH STRATEGIES,LLC- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s)
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-12-29 |
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