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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2019-02-22 |
Branch Locations
1967 State Route 34 Bldg C, Suite 101, Wall Township, NJ 07719 • United States
Sea Girt, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Manasquan | NJ | 07/2014 | 02/2019 |
| Lpl Financial Llc | Wall Township | NJ | 02/2019 | Present |
1) 01/16/2019 - INTELLECTUAL CAPTIAL GROUP - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 02/2019 - 160 hr/mth 2) 4/3/2020 - ICG next - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 04/01/2020 - 160 Hours Per Month/130 Hours During Securities Trading. 3) 3/26/2021 - Cavalier Associates - Investment Related - 2801 Townsgate Rd, Ste 350, Westlake Village, CA 91361 - Non-Variable Insurance - Started 08/27/2020 - 4 Hours Per Month During Securities Trading - Selling Agreement with Cavalier Associates. 4) 11/20/2024 - REAL ESTATE PROPERTIES - Real Estate Rental - Investment Related - BELMAR, NJ - Start Date 02/01/2019 - 1 Hour Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-06-23 |
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