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1020 Galloping Hill Rd. Ste 202, Union, NJ 07083 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-08-24 |
| WI | RA | APPROVED | 2026-08-18 |
| NY | RA | APPROVED | 2026-08-14 |
| ME | RA | APPROVED | 2026-08-13 |
| PA | RA | APPROVED | 2026-08-13 |
| VA | RA | APPROVED | 2026-08-13 |
| NJ | RA | APPROVED | 2026-08-12 |
Branch Locations
1020 Galloping Hill Rd. Ste 202, Union, NJ 07083 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2005-03-29 |
Branch Locations
1020 Galloping Hill Rd Ste 202, Union, NJ 07083 • United States
45 Bloomfield Ave, Caldwell, NJ 07006 • United States
Lincroft, NJ • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Union | NJ | 01/2005 | Present |
(1) 12/17/2004: No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - SELLING GROUP HEALTH INS (2) 02/06/2006: No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance (3) 11/14/2010: Beacon Wealth Management Group - At Reported Business Location(s) - Non-Variable Insurance DBA - Time Spent 50% (4) 06/25/2012: No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Time Spent 5% (5) 03/26/2014: Beacon Wealth Management Planning, Inc. - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Time Spent 30% (6) 07/22/2016: Non-Variable Insurance - INV REL - At Reported Business Location(s) - Start 07/01/2016- 15 Hr/Mo; 15 Hours During Trading (7) 12/12/2016 - BWMG LP - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 12/01/2016 - 150 Hours Per Month/8 Hours During Trading (8) 6/6/2018 - Beacon Wealth Management Planning, Inc - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 07/01/2018 - 150 Hours Per Month During Trading (9) 6/6/2018 - BWMP and/or BWMP, Inc - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 07/01/2018 - 150 Hours Per Month During Trading (10) 6/18/2018 - Beacon Wealth Management Planning, Inc / BWMP / BWMP, Inc - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 07/01/2018 - 150 Hours Per Month During Trading (11) 12/3/2019 - Beacon Wealth - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 07/01/2018 - 150 Hours Per Month During Trading (12) 01/05/2022 - Beacon Wealth - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date 01/01/2022 - 10 Hours Per Month/10 Hours During Trading (13) 01/05/2022 - The Full Kourt Academy Basketball - Not Investment Related - Home Based - Outside/W-2 Employment - Start Date 12/01/2021 - 20 Hours Per Month/0 Hours During Trading (14) 09/20/2022 - SCCU Enterprises, LLC - Not Investment Related - Home Based - Other - Business Owner - Start Date - 01/01/2022 - 1 Hours Per Month/0 Hours During Trading (15) 05/28/2025 - CalDac Enterprises LLC - Investment Related - Business Entity For Tax/Investment Purposes Only - Home Based - Start Date 05/01/2025 - 0Hours Per Month/During Trading (16) 05/28/2025 - PF Compass - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 05/01/2025 - 2 Hours Per Month/ During Trading (17) 12/10/2025 - Inovo Wealth Architects - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/01/2026 - 160 hours per month/ during trading (18) 04/13/2026 - Seaside Heights Beach Patrol - Outside/W-2 Employment - Not Investment Related - Seaside Heights, NJ - Start Date 05/15/2026 - 25 hours per month/ 8 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-03-25 |
| S63 | Uniform Securities Agent State Law Examination | 2001-12-20 |
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