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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-03-14 |
Branch Locations
305 Fellowship Rd., Ste 105, Mount Laurel, NJ 08054 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets, Llc | Philadelphia | PA | 07/2020 | 01/2024 |
| Ambhar Global Spirits | The Woodlands | TX | 09/2019 | 07/2020 |
| Candoris Technologies | Annville | PA | 09/2019 | 06/2020 |
| The Patron Spirits Company | Las Vegas | NV | 04/2009 | 04/2019 |
| Unemployed | Moorestown | NJ | 04/2019 | 09/2019 |
| City National Bank | Philadelphia | PA | 12/2020 | 01/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Philadelphia | PA | 01/2024 | 03/2025 |
| Bank Of America, N.A. | Philadelphia | PA | 01/2024 | 03/2025 |
| Lpl Financial Llc | Mt. Laurel | NJ | 03/2025 | Present |
1 - 03/2025 - Peak Wealth Partners - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 8 Hours During Trading - At reported business location(s). 2 - 03/2025 - Gladstone Wealth Partners - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 8 Hours During Trading - At reported business location(s). 3) 03/20/2025 - MJA Brands - Not Investment Related - Business Owner - Home Based - Start Date:02/16/2023 - 12 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-26 |
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