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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-09 |
| NJ | RA | APPROVED | 2024-02-02 |
Branch Locations
3322 Route 22 Ste 1003 Bldg 10, Branchburg, NJ 08876 • United States
16 Harrison St, Clinton, NJ 08809 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services, Inc | St Paul | MN | 01/2013 | 08/2023 |
| Minnesota Life Insurance Company | St Paul | MN | 01/2013 | 08/2023 |
| Allied Wealth Partners | Parsippany | NJ | 06/2014 | 02/2024 |
| Cetera Advisor Networks Llc | Clinton | NJ | 08/2023 | 02/2024 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | 02/2024 |
| Lpl Financial | Clinton | NJ | 02/2024 | Present |
1- 12/2023 / Newroads Financial Group / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mnth / 8 hrs during trading / start date 10/01/2016 2- 12/2023 / Insurance Sales / Non-Variable Insurance / Investment Related / 8 hrs mnth / 1 hrs during trading / start date 01/01/2013
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-02-12 |
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