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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-04-02 |
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Poughkeepsie | NY | 06/2012 | 03/2020 |
| Bank Of America, N.A. | Poughkeepsie | NY | 08/2012 | 03/2020 |
| Fidelity Brokerage Services Llc | Paramus | NJ | 03/2020 | 04/2024 |
| Lpl Financial Llc | Paramus | NJ | 04/2024 | Present |
1- 12/06/2024 / Johnson Family IRR Trust / Act in a Fiduciary Capacity / Co-Trustee/ Not INVESTMENT RELATED / 1 hour per month/ during trading - Start Date 04/02/2024
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-10-13 |
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