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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-04-16 |
Branch Locations
271 Route 46 West Suite B201, Fairfield, NJ 07004 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| American Portfolios Financial Services, Inc. | Fairfield | NJ | 08/2016 | 10/2024 |
| Osaic Wealth, Inc. | Fairfield | NJ | 10/2024 | 04/2025 |
| Lpl Financial Llc | Fairfield | NJ | 04/2025 | Present |
1 - 03/2025 - Insurance Sales - Non-Variable Insurance - Inv Related - 4 Hours/Month - 1 Hour During Trading - NJ 07004 - OBA Start Date: 01/01/1996. 2 - 03/2025 - Moonchild Properties, LLC - Real Estate Rental - Inv Related - 4 Hours/Month - 1 Hour During Trading - NJ 08734 - OBA Start Date: 01/01/2016. 3 - 03/2025 - Real Estate Rental - Inv Related - NJ 07004 - OBA Start Date: 01/01/2009. 4) 04/30/2025 - Northern Advisory Group - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) -Start Dtae:04/28/2025 - 0 Hrs/Mth - 0 Hrs During Trading. 5) 04/25/2025 - DiBrino Financial LLC - No Investment Related - Business Entity For Tax/Investment Purposes Only - Lane Absecon, NJ - Start Date: 04/14/2025 - 0 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-11 |
| S63 | Uniform Securities Agent State Law Examination | 1997-01-08 |
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