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Current Employers
Inovo Wealth Architects

1020 Galloping Hill Rd. Ste 202, Union, NJ 07083 • United States

Current Registrations

AuthorityCategoryStatusDate
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
  • NC RA
    APPROVED
    Since 2026-08-24
  • WI RA
    APPROVED
    Since 2026-08-18
  • NY RA
    APPROVED
    Since 2026-08-14
  • ME RA
    APPROVED
    Since 2026-08-13
  • PA RA
    APPROVED
    Since 2026-08-13
  • VA RA
    APPROVED
    Since 2026-08-13
  • NJ RA
    APPROVED
    Since 2026-08-12

Branch Locations

1020 Galloping Hill Rd. Ste 202, Union, NJ 07083 • United States

Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2005-03-29
  • NJ RA
    APPROVED
    Since 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

Disclosures

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.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Union NJ 01/2005 Present
Other Businesses

(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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-03-25
S63 Uniform Securities Agent State Law Examination 2001-12-20
  • S65 Uniform Investment Adviser Law Examination
    2005-03-25
  • S63 Uniform Securities Agent State Law Examination
    2001-12-20
Designations
Other Names
  • Anthony Calabrese

View on SEC IAPD

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