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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-03-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Morristown | NJ | 03/2013 | Present |
| Private Portfolio Partners, Llc | Morristown | NJ | 03/2013 | 03/2025 |
(1) 06/04/2013 - VANTAGE WEALTH MANAGEMENT LLC - Business Entity For Tax/Investment Purposes Only - INV REL- AT REPORTED BUSINESS LOCATION(S)- OPEN LLC BOOKKEEPING PURPOSES - 1% OF TIME SPENT.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-21 |
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