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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-06 |
| NJ | RA | APPROVED | 2025-03-06 |
Branch Locations
350 Main Road Suite 204, Montville, NJ 07045 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Saddle Brook | NJ | 11/2012 | 05/2017 |
| The Investment Center Inc | Montville | NJ | 05/2017 | 03/2025 |
| Ic Advisory Services Inc | Montville | NJ | 05/2017 | 03/2025 |
| Lpl Financial Llc | Montville | NJ | 03/2025 | Present |
1- 03/06/2025 - Montville Financial Group - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 05/17/2017 - 120 hours per month/ during trading 2- 03/06/2025 - Montville Financial Group - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 05/17/2017 - 15 hours per month/ during trading 3- 03/06/2025 - ReMax Tenafly, NJ - Mortgage/Real Estate Services - Referral Broker - Investment Related - At Reported Business Location(s) - Start Date 01/01/2010 - 0 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-03-08 |
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