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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-30 |
| NJ | RA | APPROVED | 2026-03-27 |
Branch Locations
2 Industrial Way W Ste 202A, Eatontown, NJ 07724 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Santander Bank Na | Piscataway | NJ | 05/2016 | 04/2018 |
| Santander Securities Llc | San Juan | PR | 05/2016 | 04/2018 |
| Pnc Investments | Pittsburgh | PA | 04/2018 | 03/2026 |
| Lpl Financial Llc | Eatontown | NJ | 03/2026 | Present |
1. 3/2026 - Gladstone Wealth Partners - DBA for LPL Business (entity for LPL business) - INV REL - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported business location(s) - OBA Start date: 3/27/2026 2. 3/2026 - Loyalty Wealth Management - DBA for LPL Business (entity for LPL business) - INV REL - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported business location(s) - OBA Start date: 3/27/2026 3. 06/08/2026 - Alfred FArrell LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Tinton Falls, NJ - Start Date 05/09/2026 - 40 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 2011-10-26 |
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