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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2010-10-18 |
| NJ | RA | APPROVED | 2010-01-29 |
Branch Locations
76 E Euclid Ave Ste 101, Haddonfield, NJ 08033 • United States
Haddonfield, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Marlton | NJ | 01/2010 | Present |
1. 04/26/2010 - REF Financial, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 10/6/2017 - Vallum Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start 01/01/2018 - 0 Hours Per Month. 3) 04/02/2025 - LPR Euclid LLC - Investment Related - Real Estate Rental - None - Stat Date:04/16/2025 - 4 Hrs/Mth - 4 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-12-23 |
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