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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-09-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Portfolios Financial Services, Inc. | Holbrook | NY | 08/2003 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | 09/2025 |
| Lpl Financial Llc | Massapequa | NY | 09/2025 | Present |
1) 09/11/2025 - Engelhardt Wealth Management / President / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) Start date 01/01/2023 - Start date Total 120 Hours per month - 120 Total Hours per month during trading 2) 09/11/2025 - National Life of Vermont / Non-Variable Insurance / Non Inv Related / MASSAPEQUA NY 11758 / Start date 01/01/2013 - 4 Hours per month 3) 09/11/2025 - Crump / Insurance Representative / Non-Variable Insurance / Inv Related / MASSAPEQUA NY 11758 / Start date 01/01/2003 - 5 Hours per month 4) 09/11/2025 - FMG / ECA Marketing / Non-Variable Insurance / Inv Related / MASSAPEQUA NY 11758 / Start date 01/01/2013 - 4 Hours per month 5) 09/11/2025 - Flat Fee Property Tax Grieving / Business Owner / Inv Related / MASSAPEQUA NY 11758 / Start date 01/01/2018 - 2 Hours per month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 1997-10-23 |
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