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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2019-08-07 |
Branch Locations
650 Town Bank Rd Unit 103, North Cape May, NJ 08204 • United States
315 Ocean Avenue Unit 5, Cape May, NJ 08204 • United States
1010 Bayshore Road, Villas, NJ 08251 • United States
5500 New Jersey Ave, Wildwood Crest, NJ 08260 • United States
500 New Jersey Ave, North Wildwood, NJ 08260 • United States
3306 Bayshore Road, North Cape May, NJ 08204 • United States
4415 Landis Avenue, Sea Isle City, NJ 08243 • United States
650 Town Bank Rd Unit 103, North Cape May, NJ 08204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Crest Financial Services | Wildwood | NJ | 04/2010 | Present |
| Lpl Financial | Charlotte | NC | 06/2011 | Present |
1. 6/3/2014: ACT IN A FIDUCIARY CAPACITY - STARTED 08/01/1998 - INVESTMENT RELATED - 0 HOURS PER MONTH - RIO GRANDE, NJ 2. 3/20/2015: Investment products and services are offered through LPL Financial LLC using the DBA/trade name CREST WEALTH MANAGEMENT - INVESTMENT RELATED - At Reported Business Location(s) - START DATE 05/01/2015 - 160 HOURS PER MONTH/ DURING TRADING 3. 12/5/2016: Crest Savings Bank - Not Investment Related - At Reported Business Location(s) - Financial Institution Duty - Started 12/02/2016 - 1 Hour Per Month During Securities Trading 4. 04/20/2026 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Shoffler Cripps Wealth Management - Investment Related - At Reported Business Location(s) - Start Date 04/01/2026 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-08-06 |
| S63 | Uniform Securities Agent State Law Examination | 2018-12-11 |
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