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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-08-17 |
Branch Locations
57 South Maple Avenue, Marlton, NJ 08053-2031 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Corte Madera | CA | 02/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Corte Madera | CA | 11/2016 | 05/2022 |
| The Vanguard Group, Inc | Malvern | PA | 07/2022 | 07/2023 |
| Public Partnerships, Llc | Boston | MA | 03/2022 | 09/2022 |
| Mary Kay Cosmetics | Addison | TX | 12/2017 | Present |
| Lpl Financial Llc | Marlton | NJ | 08/2023 | Present |
1) 07/25/2023 - M Financial Planning Services. INC. - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 2) 07/25/2023 - Mary Kay Cosmetics - Outside/W-2 Employment - Sales - TX 75379 - Non investment related - Start date: 8/10/2023.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-10-24 |
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