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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-03-14 |
Branch Locations
461 From Rd Ste 385 3Rd Floor, Paramus, NJ 07652 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life | New York | NY | 06/2013 | 05/2018 |
| Charles Schwab & Co., Inc. | Sacramento | CA | 07/2018 | 06/2021 |
| Charles Schwab Bank | Sacramento | CA | 07/2018 | 06/2021 |
| Lpl Financial, Llc | Paramus | NJ | 07/2021 | Present |
| Private Portfolio Partners, Llc | Paramus | NJ | 07/2021 | 03/2023 |
Private Portfolio Partners - Start Date: 08/12/2021 - DBA Integra Wealth Management - Investment Related - At Reported Business Location(s) - 80 hours a month during securities trading. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-04-26 |
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