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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-09-16 |
Branch Locations
665 Us-22 East Unit 202, Whitehouse Station, NJ 08889 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Morristown | NJ | 03/2012 | 11/2019 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 11/2019 |
| Wells Fargo Advisors Financial Network, Llc | Whitehouse Station | NJ | 11/2019 | 09/2024 |
| Lpl Financial Llc | Whitehouse Station | NJ | 09/2024 | Present |
1- 09/16/2024 - Fit Wealth Management - Employee Model Brand Name - Investment Related - At Reported Business Location(s) - Start Date 2020 - 0 Hours Per Month/ During Trading 2- 12/31/2025 - James F Angiuli - Notary - Investment Related - At Reported Business Location(s) - Start Date 10/23/2025 - 1 hour per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-01-05 |
| S65 | Uniform Investment Adviser Law Examination | 1999-01-05 |
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