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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-11-14 |
Branch Locations
185 Fairfield Ave Suite 1D, West Caldwell, NJ 07006 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Elite Financial Services, Llc | West Caldwell | NJ | 03/2015 | Present |
| Nationwide Securities, Llc | Columbus | OH | 07/2016 | 07/2019 |
| Prudential Insurance Company Of America | West Caldwell | NJ | 07/2019 | Present |
| Pruco Securities, Llc. | West Caldwell | NJ | 07/2019 | 11/2024 |
| Lpl Enterprise, Llc | West Caldwell | NJ | 11/2024 | Present |
1) 02/14/2025 - Elite Financial Services, LLC- Non-Variable Insurance- Fixed Life Insurance- inv. related- at West Caldwell, NJ- start date 01/02/2013- 10hrs/mnth-5hrs during trading 2) 06/26/2025-Medicare Planning Services, LLC-Managing Member-Non-Variable Insurance-Inv related-At West Caldwell, NJ-Start date 11/17/2022-7hrs/mth-0hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-03-11 |
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