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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-12-12 |
| NJ | RA | APPROVED | 2024-07-02 |
Branch Locations
Delray Beach, FL • United States
145 Wyckoff Rd Ste 202B, Eatontown, NJ 07724 • United States
North Arlington, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Benefit Plan Consultants | Clark | NJ | 09/1991 | Present |
| Thomas Seely Agency, Inc. | Moorestown | NJ | 09/1991 | Present |
| Osaic Wealth, Inc. | Kennelworth | NJ | 11/2006 | 07/2024 |
| Investment Advisors Asset Management, Llc | West Long Branch | NJ | 09/2007 | 06/2020 |
| Investment Advisors Financial Group, Llc | Eatontown. | NJ | 12/2006 | 07/2024 |
| Lpl Financial Llc | Eatontown | NJ | 07/2024 | Present |
1) 06/04/2024 - Investment Advisors Financial Group (IAFG) - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 2) 05/23/2024 - Investment Advisors Financial Group - Notary - NJ 07724 - Investment related - Start date: 05/16/2024.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 2003-07-14 |
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