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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-01-17 |
| TX | RA | APPROVED_RES | 2020-03-19 |
Branch Locations
461 From Rd Ste 385 3Rd Floor, Paramus, NJ 07652 • United States
Old Tappan, NJ • 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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Paramus | NJ | 02/2010 | Present |
1. 02/26/2010: DBA ONLY - D'ANGELIS WEALTH MANAGEMENT - PARAMUS, NJ. 2. 11/17/2016: D'Angelis Wealth Group - Investment Related - At Reported Business Location(s) - Started 02/28/2010 - 0 Hours Per Month. 3. 4/22/2019 - Life Policy Pros - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 03/07/2019 - 15 Hours Per Month/3 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 2004-12-16 |
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