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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-11-15 |
| TX | RA | APPROVED | 2023-11-15 |
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 |
|---|---|---|---|---|
| Minnesota Life Insurance Company | St Paul | MN | 06/2004 | 08/2023 |
| Securian Financial Services Inc | St Paul | MN | 06/2004 | 08/2023 |
| Allied Wealth Partners | Parsippany | NJ | 06/2014 | 11/2023 |
| Cetera Advisor Networks Llc | Parsippany | NJ | 08/2023 | 11/2023 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | 11/2023 |
| Lpl Financial Llc | Paramus | NJ | 11/2023 | Present |
1. 01/05/2024 - No Business Name - Inv Related - At Reported Business Location(s) - Non-Variable Insurance - Independent Agent - Started: 1/4/2024 - 8 Hrs/mo During Trading Hours. 2. 02/27/2024 - Wealth Management Group, LLC- DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 02/08/2024 - 40 Hours Per Month/ 6 Hours During Trading 3. 03/12/2024 - Life Policy Pros, Inc - Inv Related - At Reported Business Location(s) - Non-Variable Insurance - Financial Advisor - Started: 3/5/2024 - 8 Hrs/Mo During Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-11-19 |
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