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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-01-14 |
Branch Locations
1000 Atrium Way, Suite 401, Mt. Laurel, NJ 08054 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Boston | MA | 01/2010 | 06/2018 |
| Ameriprise Financial | Minneapolis | MN | 06/2018 | 03/2021 |
| Gladstone Wealth Partners | Chester | NJ | 03/2021 | 01/2023 |
| Elite Consulting | Moorestown | NJ | 01/2023 | 01/2024 |
| Lpl Financial, Llc | Mt. Laurel | NJ | 01/2024 | Present |
1- 02/29/2024 / Momentum Wealth / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s) - Start Date 02/23/2024 - Time Spent 100%. 2- 02/29/2024 / Frank Storms, LLC / Business Entity For Tax/Investment Purposes Only / Not Investment Related / Home Based - Start date: 02/23/2024 - 2 Hours Per month/ 1 Hour During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-12 |
| S63 | Uniform Securities Agent State Law Examination | 2002-10-09 |
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