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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-10-19 |
| TX | RA | APPROVED_RES | 2023-10-19 |
Branch Locations
39 E Main St Ofc 201, Marlton, NJ 08053 • United States
Marlton, NJ • 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 |
|---|---|---|---|---|
| Morgan Stanley | Vorhees | NJ | 09/2013 | 10/2023 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 10/2023 |
| Lpl Financial Llc | Marlton | NJ | 10/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-03-23 |
| S63 | Uniform Securities Agent State Law Examination | 1990-08-29 |
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