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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2019-01-03 |
Branch Locations
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 |
|---|---|---|---|---|
| 1St Global Capital Corp | Sparta | NJ | 01/2004 | 01/2019 |
| 1St Global Insurance Services | Sparta | NJ | 01/2004 | 01/2019 |
| 1St Global Advisors, Inc | Sparta | NJ | 01/2005 | 01/2019 |
| Cami Financial Group | Sparta | NJ | 08/2009 | Present |
| Lpl Financial, Llc | Sparta | NJ | 01/2019 | Present |
1. 6/18/2019 - CKW Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 12/01/2018 - 160 Hours Per Month/8 Hours During Securities Trading. 2. 10/2/2019 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 01/28/2019 - 3 Hours Per Month/3 Hours During Securities Trading - Life and disability insurance, and also Fixed Annuities. 3. 9/10/2020 - CKW Wealth Management, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 08/03/2020 - 160 Hours Per Month/130 Hours During Securities Trading. 4. 12/15/2021 - White Birch LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only- Investor - Start Date 06/01/2021 - 0 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-11-16 |
| S63 | Uniform Securities Agent State Law Examination | 2003-02-14 |
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