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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2008-04-29 |
Branch Locations
48 S Franklin Trnpke Ste 301, Ramsey, NJ 07446 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Ramsey | NJ | 08/2003 | Present |
1. 06/10/2003 - Non-Variable Insurance - Investment Related - At Reported Business Location(s). 2. 12/07/2007 - NON-VARIABLE INS DBA, CUTLER FINANCIAL SVCS LLC, Investment Related - At Reported Business Location(s), 25% TIME SPENT. 3. 08/25/2014 - CUTLER FINANCIAL SERVICES, LLC - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - TIME SPENT 151 HOURS PER MONTH - RAMSEY, NJ. 4. 5/2/2016: No Business Name - Not Investment Related - Disc Golf Courses - Other-Disc Golf - Started 01/01/2016 - 10 Hours Per Month/0 Hours During Securities Trading - Compete in Disc golf tournaments through www.pdga.com. Sometimes win cash prizes. 5. 10/11/2024 - Cutler Wealth Planning - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 10/10/2024 - 160 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 2002-10-10 |
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