Best Investors Account Sign in
Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-12-02
NJ RA APPROVED 2023-10-18
TX RA APPROVED 2023-10-18
  • FL RA
    APPROVED
    Since 2025-12-02
  • NJ RA
    APPROVED
    Since 2023-10-18
  • TX RA
    APPROVED
    Since 2023-10-18

Branch Locations

Ft. Myers, FL • United States

1955 Hwy 34 Ste 3C, Wall, NJ 07719 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Financial Network, Llc Wall Township NJ 08/2013 10/2023
Lpl Financial Llc Wall NJ 10/2023 Present
Previous Registrations
Other Businesses

1) 10/16/2023 - Montesano Financial Group LLC - Business Entity For Tax/Investment Purposes Only - NJ 07719 - Non investment related - 160 Hours per month - Start date: 10/18/2023. 2) 10/16/2023 - Allaire Wealth Management - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2001-01-03
  • S63 Uniform Securities Agent State Law Examination
    2001-01-03
Designations

View on SEC IAPD

More in Ft. Myers, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor