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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-01-11 |
| TX | RA | APPROVED | 2024-01-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Minnesota Life Insurance Company | St. Paul | MN | 06/2004 | 08/2023 |
| Securian Financial Services Inc | St. Paul | MN | 06/2004 | 08/2023 |
| Wealth Management Group Llc | Clark | NJ | 06/2004 | Present |
| Tax Planning Group, Llc | Clark | NJ | 01/2005 | Present |
| Allied Wealth Partners | Parsippany | NJ | 06/2014 | 01/2024 |
| Cetera Advisor Networks Llc | Clark | NJ | 08/2023 | 01/2024 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | 01/2024 |
| Lpl Financial | Clark | NJ | 01/2024 | Present |
1) 12/2023 - Wealth Management Group LLC - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - 160hrs/month - 100% time spent 2) 12/2023 - Fixed Insurance - Non-Variable Insurance - Inv. Related - Clark, NJ - Agent Selling Insurance- Start Date 08/01/1996 - 8hrs/month - 5% time spent 3) 12/2023 - Tax Planning Group, LLC - Tax Prep/Accounting/CPA - Inv. related - Clark, NJ - Member- Start Date 01/01/2005 - 1hr/month - 2% time spent
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-08-07 |
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