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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-03-30 |
| NJ | RA | APPROVED | 2025-03-27 |
| TX | RA | APPROVED | 2025-03-26 |
Branch Locations
461 From Rd Ste 385 3Rd Floor, Paramus, NJ 07652 • United States
37 Saw Mill River Rd Suite 102, Hawthorne, NY 10532 • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Paramus | NJ | 05/2013 | Present |
| Private Portfolio Partners | Paramus | NJ | 12/2015 | Present |
1. 04/26/2013 - L. Ross Wealth Management - INV REL - AT REPORTED LOCATION - DBA for LPL Business (entity for LPL business) - 100% TIME SPENT 2. 02/05/2016 - Private Portfolio Partners - INV REL - 461 From Rd, Suite 385, Paramus, NJ 07652 - Registered Investment Advisor - START 01/14/2016 - 15 HOURS PER MONTH, 5 DURING TRADING - I am an IAR participating in this Hybrid RIA. 3. 04/11/2016; Exclusive Brokerage Inc; Non-Variable Insurance; INV RELATED; AT REPORTED BUSINESS LOCATION(S); START DATE 03/15/2016; 3 HRS/MO; 3 HRS DURING SECS TRADING HOURS. 4. 12/2015: Private Portfolio Partners, LLC - Registered Investment Advisor DBA - (Hybrid) L. Ross Wealth Management - Investment Related - At Reported Business Location(s). 5. 5/8/2020 - Caruso Financial Group LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 02/03/2020 - 40 Hours Per Month/2 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 1992-08-20 |
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