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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2018-08-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cadaret, Grant & Co., Inc. | Red Bank | NJ | 01/2004 | 08/2018 |
| Estate Planning Services | Red Bank | NJ | 01/2004 | Present |
| Lpl Financial Llc | Red Bank | NJ | 08/2018 | Present |
1)8/22/18- Estate Planning Services, LLC- DBA for LPL Business (entity for LPL business)- Inv. Related- Red Bank, NJ- start date 4/1/2008 2)8/22/18- Notary- Inv. Related- Red Bank, NJ- start date 7/19/18- 0%
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-02-07 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-17 |
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