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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-03-11 |
Branch Locations
1000 Atrium Way, Suite 401, Mt. Laurel, NJ 08054 • United States
Medford, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allianz Life Of North America | Minneapolis | MN | 08/2016 | 09/2018 |
| Allianz Life Finacial Services Llc | Minneapolis | MN | 08/2016 | 09/2018 |
| Cetera Adviser Networks Llc | El Segundo | CA | 09/2018 | 01/2021 |
| Cetera Advisors Llc | Denver | CO | 09/2018 | 01/2020 |
| Elite Consulting Partners Llc | Moorestown | NJ | 01/2021 | 03/2022 |
| Pine Valley Investments Llc | Marlton | NJ | 03/2022 | 09/2022 |
| Safe Harbor Distribution Llc | Newtown Square | PA | 09/2022 | 03/2023 |
| Lpl Financial Llc | Montclair | NJ | 03/2023 | Present |
1) 03/06/2023 - Momentum Wealth Partners- DBA for LPL Business (entity for LPL Business)- inv. related- Montclair, NJ - Start Date 2/3/2023 - 160 Hours Per Month/ 8 Hours During Trading 2) 02/02/2024 - Red Oak Advisory - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Home Based - Start Date 01/19/2024 - 5 Hours Per Month/ 0 Hours During Trading 3) 10/07/2024 - Momentum Innovations - Other - Technology Services - Managing partner & Co-Founder - Not Investment Related - At Reported Business Location(s) - Start Date 08/01/2024 - 0 Hours Per Month/ During Trading. 4) 09/04/2025 - Momentum Insurance Services - Investment Related - Insurance Agency - At Reported Business Location(s) - Start Date:08/21/2025 - 8 Hrs/Mth - 4 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 1996-09-23 |
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