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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2019-01-23 |
Branch Locations
461 From Rd Ste 385 3Rd Floor, Paramus, NJ 07652 • 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Flanders | NJ | 03/2016 | 01/2019 |
| Lpl Financial Llc | Paramus | NJ | 01/2019 | Present |
1. 12/5/2019 - Preserve Land Company LLC - Not Investment Related - Home Based & 14 The woods, North Creek, NY 12453 - Other-Rep's Business - Member - Started 12/01/2019 - 10 Hours Per Month/0 Hours During Securities Trading - Provide advice regarding costs, materials and vendors selected to complete unfinished home. 2. 8/2/2021 - Preserve Land Company LLC - Not Investment Related - 191 Mountain Path, North Creek, NY 12853 - Other-Home Construction Contractor - Start Date: 7/15/2021 - 5 Hours Per Month/0 Hours During Securities Trading - Construction of a modular home on land owned by the Preserve Land Company LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-05-22 |
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