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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-05-16 |
Branch Locations
1000 Atrium Way, Suite 401, Mt. Laurel, NJ 08054 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Bank | Millburn | NJ | 07/2014 | 01/2019 |
| Pnc Investments | Millburn | NJ | 07/2014 | 01/2019 |
| Shrewsbury River Capital | Red Bank | NJ | 02/2019 | 04/2022 |
| Unemployed | Livingston | NJ | 04/2022 | 07/2022 |
| Your Choice Home Care | Fairfield | NJ | 10/2022 | Present |
| Bluma Consulting Llc | Livingston | NJ | 08/2022 | Present |
| Lpl | Mt. Laurel | NJ | 05/2023 | Present |
1) 05/2025 - Bluma Consulting LLC / Business Owner / Non Inv Related / Livingston, NJ 07039 / Start date 08/01/2022 - 40 hrs per month -20% time spent 2) 05/2025 - Momentum Wealth Partners / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) 120 hrs per month -80% time spent 3) 05/2025 - Your Choice Home Care - Consulting assignment for Bulma Consulting LLC / Outside/W-2 Employment / SVP of Community Relations / Non Inv Related / Fairfield, NJ / Start date 10/01/2022 - 40 hrs per month - 20% time spent
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-11-19 |
| S65 | Uniform Investment Adviser Law Examination | 2013-03-04 |
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