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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-02-21 |
| NJ | RA | APPROVED | 2009-02-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Nutley | NJ | 02/2009 | Present |
1. 10/12/2022 - Essex Wealth Advisory LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 09/12/2022 - 160 Hours Per Month/8 Hours During Securities Trading 2. 10/12/2022 - Essex Wealth Advisory Holdings LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date - 09/15/2022 - 160 Hours Per Month/8 Hours During Securities Trading 3. 11/28/2023 - Tax Prep/Accounting/CPA - Investment Related - At Reported Business Location(s) - Start Date 09/19/2023 - 5 Hours Per Month/ 3 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-08-25 |
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