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57 South Maple Avenue, Marlton, NJ 08053 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-04-10 |
| PA | RA | APPROVED | 2021-02-19 |
| NJ | RA | APPROVED | 2011-09-06 |
Branch Locations
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2011-09-01 |
Branch Locations
57 South Maple Avenue, Marlton, NJ 08053-2031 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Marlton | NJ | 07/2011 | Present |
| M Financial Planning Services, Inc | Marlton | NJ | 09/2011 | Present |
(1) 09/30/2011 - M FINANCIAL PLANNING SERVICES - Registered Investment Advisor - RIA PROVIDES FINANCIAL PLANNING FOR FIXED OR HOURLY FEE - RELATED DBA: M FINANCIAL PLANNING SERVICES - REGISTERED INVESTMENT ADVISOR - TIME SPENT: 20% (2) 12/20/2022 - M Financial Planning Services, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 01/01/2000 - 60 Hours Per Month/60 Hours During Securities Trading (3) 10/10/2024 - Frontier Brokerage - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 9/23/2024 - 2 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-31 |
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