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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2021-04-18 |
| TX | RA | APPROVED | 2021-04-15 |
Branch Locations
331 Newman Springs Rd Ste 143, Red Bank, NJ 07701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Red Bank | NJ | 01/2010 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Red Bank | NJ | 11/2016 | 03/2018 |
| Wells Fargo Advisors Financial Network, Llc | Red Bank | NJ | 03/2018 | 04/2021 |
| Lpl Financial Llc | Red Bank | CA | 04/2021 | Present |
1) 04/2021- Lereah Financial Group -DBA for LPL Business (entity for LPL business)- Inv. Related- Red Bank, CA- Start date 3/15/21- 160hrs/mth 2) 01/29/2025 - DOUBLE A HOLDINGS OF MONTANA - Real Estate Rental - Owner - Investment Related - NJ - Start Date 01/24/2025 - 1 hours per month/ 0 hours during trading 3) 03/05/2025 - Le Relaxation LLC - Real Estate Rental - Investment Related - Home Based - Start Date:02/26/2025 - 1 hours per month/ 0 hours during trading .
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-06-08 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-12 |
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