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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-06-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Investments | Pittsburgh | PA | 05/2012 | 06/2025 |
| Lpl Financial Llc | Paramus | NJ | 06/2025 | Present |
1.Start Date: 6/11/2025 - Gladstone Wealth Partners - DBA for LPL Business (entity for LPL business) - Investment Related - Paramus, NJ 07652 - 160 Hrs/Mth - 8 Hrs During Trading -Time Spent: 100 2.Start Date: 6/11/2025 - Platinum Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - Paramus, NJ 07652 - 160 Hrs/Mth - 8 Hrs During Trading -Time Spent: 100 3.Start Date: 01/02/1998 - 83 Jefferson St#2 - Real Estate Rental - Investment Related - Hoboken NJ 07030 - 0 Hrs/Mth - 0 Hrs During Trading -Time Spent: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 1991-08-15 |
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