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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-04-09 |
Branch Locations
235 Ridgedale Ave, Cedar Knolls,, NJ 07927 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| The Provident Bank | Kenilworth | NJ | 06/2013 | 03/2023 |
| Cetera Investment Services Llc | St.CLoud | MN | 11/2013 | 03/2023 |
| Cetera Investment Advisers Llc | Kenilworth | NJ | 01/2014 | 03/2023 |
| Lpl Financial Llc | Cedar Knolls | NJ | 04/2023 | Present |
| Affinity Federal Credit Union | Cedar Knolls | NJ | 04/2023 | Present |
1)02/26/2024 - Affinity Investment Services - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)02/26/2024 - AFFINITY FCU - Branch Manager - Financial Institution Duty - Inv Rel - At Reported Business Location(s) - Start: 04/2023 - 160 Hr/Mth 3)02/26/2024 - Notary - State of NJ - Inv Rel - Start: 01/2000 - 1 Hr/Mth 4)02/26/2024 - High School and Recreation Soccer - Outside/W-2 Employment - Westfield, NJ - Non-Inv Rel - Start: 09/1997 - 2 Hr/Mth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-12-31 |
| S63 | Uniform Securities Agent State Law Examination | 2003-12-04 |
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