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Todd Jason Rosenblatt

LPl Financial LLC

Holmdel, NJ

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-04-09
NJ RA APPROVED 2025-03-17
  • TX RA
    APPROVED
    Since 2025-04-09
  • NJ RA
    APPROVED
    Since 2025-03-17

Branch Locations

960 Holmdel Rd. Bldg 2 Fl 1, Holmdel, NJ 07733 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial, Llc Holmdel NJ 04/2016 Present
Private Portfolio Partners, Llc Holmdel NJ 05/2016 03/2025
  • 04/2016 → Present
    Holmdel, NJ
  • 05/2016 → 03/2025
    Private Portfolio Partners, Llc
    Holmdel, NJ
Previous Registrations
  • 2016-05-04 → 2025-04-08
    Private Portfolio Partners, Llc
    Holmdel, NJ
    Paramus, NJ
  • 2015-01-02 → 2016-05-04
    Msi Financial Services, Inc.
    Wall Township, NJ
    Fairfield, NJ
  • 2008-03-04 → 2015-01-02
    New England Securities
    Wall Township, NJ
Other Businesses

1) 05/02/2016 - Crump Life Insurance - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date:01/01/2008 - 10 Hrs/Mth - 7 Hrs During Trading. 2. 06/09/2016: Archway Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - 960 Holmdel Road, Building 2 Floor 1, Holmdel NJ 07733 - Start 06/01/2016 - 50 Hr/Mo; 50 Hour(s) During Securities Trading 3. 4/30/2018 - Archway Wealth Management - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 08/14/2017 - 1 Hours Per Month During Securities Trading. 4) 05/22/2018 - ZENITH MARKETING GROUP - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date:09/21/2016 - 2 Hrs/Mth - 1 Hrs During Trading. 5) 05/22/2018 - Northeast Planning Corporation - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date : 06/28/2016 - 3 Hrs/Mth - 3 Hrs During Trading. 6) 07/25/2019 - Crump Life Insurance Services - Investment Related - Non-Variable Insurance - StreetHarrisburg, PA - Start Date:04/16/2019 - 1 Hrs/Mth - 1 Hrs During Trading. 7. 3/10/2020 - Archway Advisor Services LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started :03/09/2020 - 5 Hrs/Mth - 1 Hrs During Trading. 8) 01/24/2022 - International Planning Alliance - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date:01/17/2022 - 3 Hrs/Mth - 3 Hrs During Trading.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-02-19
S63 Uniform Securities Agent State Law Examination 2008-01-05
  • S65 Uniform Investment Adviser Law Examination
    2008-02-19
  • S63 Uniform Securities Agent State Law Examination
    2008-01-05
Designations
Other Names
  • Todd Rosenblatt

View on SEC IAPD

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