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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-03 |
| NJ | RA | APPROVED | 2019-10-07 |
Branch Locations
461 From Rd Ste 385 3Rd Floor, Paramus, NJ 07652 • 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 |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 07/2009 | 10/2019 |
| Lpl Financial, Llc | Paramus | NJ | 10/2019 | Present |
1. 8/23/2021 - lifepolicy pros - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 02/17/2021 - Salesman - 1 Hour Per Month/0 Hours During Securities Trading. 2. 06/11/2024 - GEDALIA COHEN INVESTMENT SERVICES - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 3/5/2020 - 40 Hrs/Mo During Trading. 3. 06/11/2024 - Gedalia Cohen investors inc - Non-Inv Related - Airmont, NY - Business Entity For Tax/Investment Purposes Only - Started: 2/12/2020 - 10 Hrs/Mo; 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 1997-04-03 |
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