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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2019-01-03 |
Branch Locations
6 Mill Ridge Lane, Ste. 101, Chester, NJ 07930 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Caristia, Kulsar & Wade Llc | Chester | NJ | 05/1996 | Present |
| 1St Global Capital Corp | Chester | NJ | 09/2009 | 12/2018 |
| 1St Global Advisors, Inc. | Chester | NJ | 09/2009 | 12/2018 |
| Lpl Financial Llc | Chester | NJ | 01/2019 | Present |
1)11/12/2018 - WHITE BIRCH PROPERTIES, LLC - Real Estate Rental - inv rel - Sparta, NJ - start: 01/2005 - 1 hr/mth 2)12/8/2022 - CKW Advisors, LLC - Investment Related - 19 WALDON RD - CPA Affiliate Program - Partner - Start Date - 01/01/2014 - 175 Hours Per Month/8 Hours During Securities Trading 3) 01/06/2025 - CAMI Financial Group - Investment Related - DBA for LPL Business (entity for LPL business) - Sparta NJ - Start Date: 01/01/2025. 4) 01/03/2025 - Planwealth Financial Group - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date :01/01/2025.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 2007-11-12 |
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