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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2019-10-01 |
Branch Locations
1545 Us Highway 206 Ste 300, Bedminster, NJ 07921 • United States
Verona, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Florham Park | NJ | 05/2016 | 09/2019 |
| Bank Of America, N.A. | Florham Park | NJ | 05/2016 | 09/2019 |
| Lpl Financial, Llc | Bedminster | NJ | 09/2019 | Present |
1. 09/30/2019 - JPH WEALTH MANAGEMENT/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 100%/ BEDMINSTER, NJ
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 2005-05-04 |
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