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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2021-06-09 |
Branch Locations
2935 Veterans Rd West Ste F, Statern Island, NY 10309 • United States
4106 Hylan Blvd, Staten Island, NY 10308 • United States
1591 Richmond Road, Staten Island, NY 10304 • United States
355 Applegarth Road, Monroe, NJ 08831 • United States
62-64 Main Street, Millburn, NJ 07041 • United States
523 Shoppes Blvd, North Brunswick, NJ 08902 • United States
119 Central Ave, Westfield, NJ 07090 • United States
3562 Route 27, Ste. 130, Kendall Park, NJ 08824 • United States
370 Route 130, East Windsor, NJ 08520 • United States
Bridgewater, NJ • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Minnesota Life Insurance Company | St Paul | MN | 06/2015 | 03/2018 |
| Securian Financial Services, Inc | St Paul | MN | 06/2015 | 03/2018 |
| Allied Wealth Partners | Martinsville | NJ | 06/2015 | 03/2018 |
| M&T Securities | Monroe | NJ | 03/2018 | Present |
| Lpl Financial Llc | East Windsor | NJ | 06/2021 | Present |
| Lpl Financial Llc | East Windsor | NJ | 06/2021 | Present |
1) 04/28/2021 - Wilmington Advisors @ M&T - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-30 |
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