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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-10-18 |
| TX | RA | APPROVED | 2023-10-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Wall Township | NJ | 08/2013 | 10/2023 |
| Lpl Financial Llc | Wall | NJ | 10/2023 | Present |
1) 07/12/2023 - Alliare Wealth Management - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 2) 07/12/2023 - Boland -Montesano financial Group LLC - Business Entity For Tax/Investment Purposes Only - New Jersey, 07719 - Non investment related - 160 Hours per month - Start date:10/18/2023. 3) 07/12/2023 - Real Estate Rental - Owner - NJ 08757 - Investment related - 10% Time spent - Start date: 2/13/2022.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-08-19 |
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