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Mary Lynch Morse

LPl Financial LLC

Florham Park, NJ

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2008-09-02
  • NJ RA
    APPROVED
    Since 2008-09-02

Branch Locations

325 Columbia Turnpike Ste 310, Florham Park, NJ 07932 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Chatham NJ 08/2008 Present
Heritage Investment Partners, Llp Chatham NJ 09/2008 Present
  • 08/2008 → Present
    Lpl Financial Llc
    Chatham, NJ
  • 09/2008 → Present
    Heritage Investment Partners, Llp
    Chatham, NJ
Previous Registrations
  • 2008-09-25 → 2021-12-31
    Heritage Investment Partners, Llp
    Chatham, NJ
  • 2002-01-15 → 2008-09-11
    Citigroup Global Markets Inc.
    Bedminster, NJ
    Bedminster, NJ
    Short Hills, NJ
Other Businesses

1. 8/29/08 - HERITAGE INVESTMENT PARTNERS, LLP - DBA ONLY 2. 03/11/09 - NON-VARIABLE INSURANCE, INSURANCE FOR CLIENTS, ACCORDING TO NEEDS, 5% OF TIME.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1998-10-20
  • S66 Uniform Combined State Law Examination
    1998-10-20
Other Names
  • Mary L Morse

View on SEC IAPD

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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WELLS FARGO CLEARING SERVICES, LLC
ROBERT W. BAIRD & CO. INCORPORATED
ROCKEFELLER FINANCIAL LLC
MARINER

Other Investors

THOMAS J. BIRRITTELLA
DAVID F BOAK
Jason W Hoffman
Raman Bhalla
Keyana Adelina Touchette
Luke Robert Warren Rich
Hunter William Kolmodin
Nicholas Henry Hoy

Other Offices

WISS PRIVATE CLIENT ADVISORS, LLC · FLORHAM PARK, NJ
JACOBS LEVY EQUITY MANAGEMENT · FLORHAM PARK, NJ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FLORHAM PARK, NJ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FLORHAM PARK, NJ
JACOBS LEVY EQUITY MANAGEMENT · FLORHAM PARK, NJ
JACOBS LEVY EQUITY MANAGEMENT · FLORHAM PARK, NJ
AMERIPRISE FINANCIAL SERVICES, LLC · FLORHAM PARK, NJ
WELLS FARGO CLEARING SERVICES, LLC · FLORHAM PARK, NJ

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