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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-03-06 |
Branch Locations
350 Main Road Suite 204, Montville, NJ 07045 • 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 |
|---|---|---|---|---|
| Factius Financial Strategies | Montville | NJ | 03/2008 | 03/2025 |
| Commonwealth Financial Network | Waltham | MA | 03/2008 | 09/2019 |
| The Investment Center Inc | Montville | NJ | 09/2019 | 03/2025 |
| Ic Advisory Services Inc | Montville | NJ | 09/2019 | Present |
| Lpl Financial Llc | Montville | NJ | 03/2025 | 03/2025 |
1. 03/06/2025- Swiss SkiClub of NY- Non-Profit Board Member- Not INV Related- At Waitsfield, VT- Start date 06/01/2024- 15 Hours Per Month 2. 03/06/2025- Montville Financial Group- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 12/12/2024- 160 Hours Per Month- 160 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-12-28 |
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