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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2021-10-12 |
| TX | RA | APPROVED | 2021-10-12 |
Branch Locations
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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Hackensack | NJ | 10/2012 | 10/2021 |
| Jp Morgan Chase Bank Llc | Hackensack | NJ | 10/2012 | Present |
| My Success Studio, Llc | Jersey City | NJ | 04/2018 | Present |
| Lpl Financial Llc | Paramus | NJ | 10/2021 | Present |
1) 06/27/2022 - Money Mindset Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 06/24/2022 - 150 Hours Per Month/ 150 Hours Per Month. 2) 12/29/2022 - My Success Studio LLC - Not Investment Related - South St. Jersey City NJ 07307 - Business Entity For Tax/Investment Purposes Only - Start Date: 04/01/2018 - 10 Hours Per Month/0 Hours During Securities Trading. 3) 11/12/2025-Joyce Rojas-Insurance Agent-Non-Variable Insurance-Inv Related-At reported business location(s)-Start date 11/04/2025-5hrs/mth-5hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-10-26 |
| S63 | Uniform Securities Agent State Law Examination | 2002-05-24 |
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