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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-05-22 |
| NJ | RA | APPROVED | 2023-07-03 |
Branch Locations
461 From Rd Ste 385 3Rd Floor, Paramus, NJ 07652 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legg Mason Investor Services, Llc | Stamford | CT | 08/2006 | 09/2020 |
| Legg Mason & Co Llc | Stamford | CT | 08/2006 | 09/2020 |
| Fisher Investments | Wilton | CT | 09/2021 | 03/2022 |
| Unemployed | Wilton | CT | 10/2020 | 08/2021 |
| Innovation Partners Llc | Charlotte | NC | 05/2022 | 06/2023 |
| Ip Financial Advisory Services Llc | Charlotte | NC | 05/2022 | 06/2023 |
| Lpl Financial, Llc | Paramus | NJ | 06/2023 | Present |
1) 6/20/2023- D'Angelis Wealth Management- DBA for LPL Business (entity for LPL business)- Inv. Related- At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 2007-04-23 |
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