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1599 Nj-34 Suite 2, Wall Township, NJ 07727 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-01-05 |
Branch Locations
1599 Nj-34 Suite 2, Wall Township, NJ 07727 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-07-17 |
Branch Locations
1599 Highway 34 Ste 2, Wall Township, NJ 07727 • 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 |
|---|---|---|---|---|
| Securian Finacial Services Inc. | St. Paul | MN | 01/2016 | 12/2016 |
| Minnesota Life | St. Paul | MN | 01/2016 | 12/2016 |
| Mid Atlantic Resource Group | Towtowa | NJ | 01/2016 | 12/2016 |
| Massmutual | Edison | NJ | 12/2016 | 02/2017 |
| Mml Investors Services | Edison | NJ | 12/2016 | 02/2017 |
| Morgan Stanley Smith Barney Llc | New York | NY | 03/2017 | 08/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Princeton | NJ | 11/2019 | 10/2021 |
| Self-Employed | Little Silver | NJ | 08/2018 | 11/2019 |
| Corestaff Services | Tinton Falls | NJ | 04/2019 | 08/2019 |
| Office Team-Winston Benefits | Manasquan | NJ | 09/2018 | 11/2018 |
| Beamalife | Holmdel | NJ | 11/2018 | 04/2019 |
| Guardian Life Insurance Company | Cranford | NJ | 10/2021 | 08/2023 |
| Park Avenue Securities | Cranford | NJ | 10/2021 | 08/2023 |
| Guardian Life Insurance Company | Holmdel | NJ | 08/2023 | 07/2024 |
| Park Avenue Securities | Holmdel | NJ | 08/2023 | 07/2024 |
| Lpl Financial. Llc | Wall | NJ | 07/2024 | Present |
1. 04/04/2025 - CSI GROUP ADVISORY SERVICES, LLC - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date 04/02/2025 - 40 Hrs/Mth/ During Trading. 2. 03/26/2026 - CSI Group Advisors, LLC - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date 03/17/2026 - 160 hours per month/ during trading - I provide investment advisory services through CSI Group Advisors, LLC, an independent investment advisor firm. I started this business activity in 03/2026. I expect to spend approximately 160 hours per month on this activity. Please see the Form ADV for the advisory firm for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-10-08 |
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