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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-05-18 |
| NJ | RA | APPROVED | 2025-12-04 |
| TX | RA | APPROVED_RES | 2025-12-03 |
Branch Locations
1140 Highway 22 East #105, Bridgewater, NJ 08807 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Western Pest Services | Paramus | NJ | 12/2015 | 10/2016 |
| Capital One Bank | Morristown | NJ | 10/2016 | 03/2017 |
| Pnc Bank | Raritan | NJ | 03/2017 | 06/2022 |
| Paradigm Wealth Advisory, Llc | Bridgewater | NJ | 06/2022 | 12/2025 |
| Lpl Financial, Llc | Bridgewater | NJ | 09/2024 | Present |
1 - 09/17/2024 - Paradigm Wealth Advisory, LLC - Registered Investment Advisor Hybrid - Advisor - Investment Related - At Reported Business Location(s) - Start Date 08/09/2024 - 160 Hours Per Month/ 6.5 Hours During Trading - I provide investment advisory services through Paradigm Wealth Advisory LLC, an independent investment advisor firm. I started this business activity in 9/2024. I expect to spend approximately 160 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.adviserinfo.sec.gov/IAPD. The 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 |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-07-18 |
| S65 | Uniform Investment Adviser Law Examination | 2022-06-06 |
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