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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-06-27 |
Branch Locations
53 North Main Street, Mullica Hill, NJ 08062 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-06-10 |
Branch Locations
Pitman, NJ • United States
53 North Main Street, Mullica Hill, NJ 08062 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kelly & Taylor Financial Services Llc | Pitman | NJ | 12/2002 | 12/2024 |
| Kelly & Taylor, Pc | Pitman | NJ | 01/1983 | Present |
| Victory Wealth Partners | Mullica Hill | NJ | 12/2002 | Present |
| Lpl Financial | Pittman | NJ | 06/2025 | Present |
1 - 06/2025 - Arthur and Diane Taylor / William and Susan Koncsol - Real Estate Rental - Inv Related - 3 Hour/Month - Sea Isle City NJ - OBA Start Date: 08/01/2008. 2 - 06/2025 - Kelly & Taylor PC - Tax Prep/Accounting/CPA - Inv Related - 175 Hours/Month - Pitman NJ - OBA Start Date: 01/01/1983. 3 - 06/2025 - VICTORY WEALTH PARTNERS - DBA for LPL Business (entity for LPL business) - Inv Related - 30 Hours/Month - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-10-19 |
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