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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-13 |
| NJ | RA | APPROVED | 2024-03-22 |
Branch Locations
1202 Laurel Oak Rd Ste 206, Voorhees, NJ 08043 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Westmont | NJ | 08/2011 | 03/2024 |
| Lpl Financial | Voorhees | NJ | 03/2024 | Present |
1- 03/2024 / Retirement Plan (K) Consultant, LLC / DBA for LPL Business (entity for LPL business) / Investment Related / 150 hrs mth / At reported business location(s) 2- 03/2024 / Life Insurance Agent / Non-Variable Insurance / Investment Related / 2 hrs mth / 1 hr during trading / Start date: 03/20/2024 3- 03/2024 / Walter Eife / Real Estate Rental / Haddon Township NJ / Investment Related / 2 hrs mth / 1 hr during trading / Start date: 04/01/2013 4- 03/2024 / Camden County Democrat Committee / Other-Political / Not Investment Related / 2 hrs mth / 0 hrs during trading / Start date: 06/08/2021 5- 03/2024 / Waypoint Insurance Services / Outside/W-2 Employment / Not Investment Related / 2 hrs mth / 0 hrs during trading / 01/03/2021 6- 11/05/2024- Other - Political- Treasurer for Campaign- Not Investment Related - Haddon Township, NJ- Start Date 11/01/2024 - 1 Hour Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 2002-08-03 |
| S66 | Uniform Combined State Law Examination | 1997-11-21 |
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