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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-12-04 |
Branch Locations
1140 Highway 22 East #105, Bridgewater, NJ 08807 • United States
30 Tower Ln Ste 322, Avon, CT 06001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Janus Distributors Llc | Denver | CO | 06/2010 | 12/2020 |
| Janus Management Holdings Corp | Denver | CO | 06/2010 | 12/2020 |
| Lpl Financial | Bridgewater | NJ | 10/2021 | Present |
| Self Employed | Lebanon | NJ | 01/2021 | 09/2021 |
| Paradigm Wealth Advisory Llc | Bridgewater | NJ | 10/2021 | Present |
1) 01/18/2022 - Paradigm Wealth Advisory, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 01/14/2022 - 100 Hours Per Month/75 Hours During Securities Trading - Time Spent 63% - I provide investment advisory services through Paradigm Wealth Advisory LLC, an independent investment advisor firm. I started this business activity in 1/2022. I expect to spend approximately 100 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.advisorinfo.sec.gov/IAPD. This firm is separate from and independent of LPL Financial. 2) 12/11/2025 - Coastal Point Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 12/11/2025 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-29 |
| S66 | Uniform Combined State Law Examination | 2008-07-30 |
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