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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-11-06 |
| NC | RA | APPROVED | 2024-11-04 |
Branch Locations
8520 Six Forks Rd Ste 204, Raleigh, NC 27615 • United States
1000 Atrium Way, Suite 401, Mt. Laurel, NJ 08054 • United States
Raleigh, NC • 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 |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 02/2010 | 11/2024 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 03/2010 | 11/2024 |
| Lpl Financial, Llc | Mt Laurel | NJ | 11/2024 | Present |
1) 11/04/2024 - Momentum Wealth Partners / DBA for LPL Business (entity for LPL business) / Inv. Related / Raleigh, NC 27614 / Start date 11/04/2024 - 160 Hrs/Mth - 8 Hrs During Trading. 2) 11/04/2024 - Eric Delaney NVI / Non-Variable Insurance / Inv. Related / HARRISBURG PA 17110 / Start date 03/01/2010 - 1 Hrs per month - 5 % Time Spent 3) 09/03/2025 - E J Delaney Financial LLC - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:08/26/2025 - 160 Hrs/Mth - 7 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-03-09 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-03 |
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