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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-05-15 |
Branch Locations
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 |
|---|---|---|---|---|
| Invest Financial Corporation | Linwood | NJ | 04/2008 | 09/2016 |
| Sorrento Pacific Financial, Llc | Ventnor | NJ | 10/2016 | 06/2025 |
| Lpl Financial Llc | Mays Landing | NJ | 05/2025 | Present |
1. 06/2025 - COLDWELL BANKER EXCEL REALTY- Mortgage/Real Estate Services- Inv Rel- Vineland, NJ- 10 Hrs Per Mnth- Start Date 06/13/2023 2. 06/2025 - Shore Wealth Management LLC- DBA for LPL Business (entity for LPL business) - Inv Rel- At Reported Business Location (s)- 120 Hrs Per Mnth/Trading- Start Date 01/17/2020 3. 10/30/2025 - AUTO VENDORS LLC - Direct Sales/ MLM - Owner - Not Investment Related - Williamstown, NJ - Start Date 11/01/2025 - 10 hours per month/ 0 hours during trading 4. 10/31/2025 - KEYSTONE INSURANCE AGENCY LLC - Property and Casualty - Salesperson - Investment Related - At Reported Business Location(s) - Start Date 11/01/2025 - 5 hours per month/ 0 hours during trading 5. 10/31/2025 - KEYSTONE INSURANCE AGENCY LLC - Non-Variable Insurance - Salesperson - Investment Related - At Reported Business Location(s) - Start Date 11/01/2025 - 5 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-09-03 |
| S63 | Uniform Securities Agent State Law Examination | 2001-03-14 |
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