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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-04-16 |
| TX | RA | APPROVED_RES | 2025-04-14 |
Branch Locations
271 Route 46 West Suite B201, Fairfield, NJ 07004 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Portfolios Financial Services, Inc. | Fairfield | NJ | 08/2016 | 10/2024 |
| Osaic Wealth, Inc. | Fairfield | NJ | 10/2024 | 04/2025 |
| Lpl Financial Llc | Fairfield | NJ | 04/2025 | Present |
1)03/13/2025 - Insurance Sales - Non-Variable Insurance - Inv Rel - At Reported Business Location(s) 2)03/13/2025 - Notary - State of New Jersey - Inv Rel - Start: 03/2024 3) 05/01/2025 - Northern Advisory Group - Investment Related - DBA for LPL Business (entity for LPL business) - Start Date:04/30/2025 - 160 Hrs/Mth - 8 Hrs During Trading. -
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-10 |
| S63 | Uniform Securities Agent State Law Examination | 2008-12-12 |
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