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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2020-09-04 |
| TX | RA | APPROVED_RES | 2020-09-04 |
Branch Locations
305 Fellowship Rd., Ste 105, Mount Laurel, NJ 08054 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Philadelphia | PA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Philadelphia | PA | 11/2016 | 09/2020 |
| Lpl Financial, Llc | Mount Laurel | NJ | 09/2020 | Present |
1. 01/01/2010 - JOEBAY LLC/ REAL ESTATE RENTAL/ INVESTMENT RELATED/ 15%/ SOMERDALE, NJ 2. 09/03/2020 - GLADSTONE ADVISORS/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 100%/ CHESTER, NJ 3. 04/13/2022 - Bay Wealth Mgmt - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Start Date - 04/04/2022 - 40 Hours Per Month/ 40 Hours During Securities Trading. 4. 04/17/2023 - Camden Catholic High School - Not Investment Related - Cherry Hill, NJ - Other - Coach - Assistant Coach - Start Date 03/25/2023 - 10 Hours Per Month/0 Hours During Securities Trading 5. 03/05/2024 - GPS Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 02/29/2024 - 0 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-08-11 |
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