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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-04-22 |
| TX | RA | APPROVED_RES | 2025-04-21 |
Branch Locations
84 Park Avenue Suite G209, Flemington, NJ 08822 • United States
44 Princeton Ave, Brick, NJ 08724 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Portfolios Financial Services, Inc. | Red Bank | NJ | 07/2003 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | 04/2025 |
| Lpl Financial Llc | Flemington | NJ | 04/2025 | Present |
1) 01/2025 - Clarity Wealth Management LLC / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) 160 Hrs per month - 50 % Time Spent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 2001-08-08 |
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