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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-08-26 |
| NJ | RA | APPROVED | 2009-07-02 |
Branch Locations
1000 White Horse Rd Ste 910, Voorhees, NJ 08043 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Voorhees | NJ | 06/2009 | Present |
1. 12/8/2016 - Gussick & Barnett, LLC - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 11/16/2016 - 2 Hours Per Month/0 Hours During Securities Trading. 2. 1/6/2020 - LTCI Partners - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 12/30/2019 - 1 Hour Per Month During Securities Trading - Long-Term Care Insurance. 3. 4/1/2021 - Gussick & Barnett Financial Planning - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 03/15/2021 - 160 Hours Per Month/8 Hours During Securities Trading. 4. 10/03/2024 - Krause Brokerage Services - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 10/07/2024 - 2 Hours Per Month/ During Trading 5. 09/23/2025- Toby's Sensitive Ears- Other - Book- Not INV Related- Home Based- Start date 10/01/2025- 2 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-10-27 |
| S63 | Uniform Securities Agent State Law Examination | 2003-10-14 |
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