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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-10-15 |
| NJ | RA | APPROVED | 2018-08-15 |
Branch Locations
1821 Highway 71 Fl 3, Wall, NJ 07719 • United States
Cranford, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nationwide Provident | Cranford | NJ | 07/2003 | Present |
| Kestra Financial Services, Inc. | Austin | TX | 04/2016 | 08/2018 |
| Lpl Financial Llc | Wall | NJ | 08/2018 | Present |
1)08/09/2018 - Non-Variable Insurance - WEBER WEALTH MANAGEMENT, LLC - 2% - INVESTEMENT RELATED - CRANFORD, NJ 07016 2)08/09/2018 - DBA for LPL Business (entity for LPL business) - WEBER WEALTH MANAGEMENT, LLC - 100% - INVESTMENT RELATED - CRANFORD, NJ 07016
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 2003-12-04 |
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