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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2007-12-18 |
Branch Locations
650 Town Bank Rd Unit 103, North Cape May, NJ 08204 • United States
3301 Pacific Avenue, Wildwood, NJ 08260 • United States
315 Ocean Avenue Unit 5, Cape May, NJ 08204 • United States
1010 Bayshore Road, Villas, NJ 08251 • United States
5500 New Jersey Ave, Wildwood Crest, NJ 08260 • United States
500 New Jersey Ave, North Wildwood, NJ 08260 • United States
3306 Bayshore Road, North Cape May, NJ 08204 • United States
4415 Landis Avenue, Sea Isle City, NJ 08243 • United States
650 Town Bank Rd Unit 103, North Cape May, NJ 08204 • United States
302 South Main Street, Cape May Court House, NJ 08210 • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Wildwood | NJ | 12/2007 | Present |
| Crest Savings Bank | Wildwood | NJ | 12/2007 | Present |
(1) 11/01/2010: DESATNICK REAL ESTATE - Mortgage/Real Estate Services - INV REL - AT REPORTED BUSINESS LOCATION - I have obtained my real estate sales license for personal investment use. I currently have a rental property I own and manage. I also have 2 properties for sale - 1% TIME SPENT. (2) 03/19/2015: Investment products and services are offered through LPL Financial LLC using the DBA/trade name CREST WEALTH MANAGEMENT - INV REL - At Reported Business Location(s) - OBA START 05/01/2015 - 160 HRS PER MONTH/160 HRS DURING TRADING. (3) 9/16/2018 - No Business Name - Investment Related - North Cape May, NJ - Real Estate Rental - Start Date 01/02/2017 - 1 Hour Per Month/0 Hours During Securities Trading (4) 03/02/2026 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Shoffler Cripps Wealth Management - INV REL - At Reported Business Location(s) - Start Date 03/09/2026 - 160 HRS PER MONTH/160 HRS DURING TRADING (5) 06/02/2026 - Cape May Wealth Management - Business Owner - Not Investment Related - At Reported Business Location(s) - Start Date 05/04/2026 - 200 hours per month/ 160 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-08-08 |
| S63 | Uniform Securities Agent State Law Examination | 1997-03-06 |
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