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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-06-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ids Life Insurance Company | Voorhees | NJ | 09/1997 | 12/2016 |
| American Express Financial Advisors Inc. | Voorhees | NJ | 09/1997 | 12/2016 |
| Royal Alliance Associates | New York | NY | 12/2016 | 06/2024 |
| Lpl Financial, Llc | Cape May | NJ | 06/2024 | Present |
1- 06/2024 / MID-ATLANTIC FINANCIAL GROUP / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED / At Reported Business Location(s) - START DATE 07/16/2016 2- 06/2024 / MID-ATLANTIC PROPERTIES LLC / Other - Business Owner / NOT INVESTMENT RELATED /Cape May Court House, NJ - START DATE 06/24/2017 3- 06/2024 / Boxing coach / Other - Coach/Sports/Fitness / NOT INVESTMENT RELATED / Cape May Court House, NJ / 10 HRS MNTH / START DATE 01/01/2014 4- 06/05/2026 - Menke Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 05/28/2026 - 140 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-10-20 |
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