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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-02-06 |
Branch Locations
305 Fellowship Rd., Ste 105, Mount Laurel, NJ 08054 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Red Bank | NJ | 02/2014 | 02/2024 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 02/2024 |
| Lpl Financial Llc | Mount Laurel | NJ | 02/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | Present |
1) 01/2024 - Peak Wealth Partners/ DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s)160 Hrs per month / 100% Time Spent 2) 01/2024 - XL Holdings LLC / Business Entity For Tax/Investment Purposes Only / Non. Inv. Related / Rumson NJ / Start date 01/04/2024 - 3) 01/2024 - Val's Tavern / Business Owner / Non. Inv. Related / Rumson NJ / Start date 01/04/2024 - 10 Hrs per month - 5 % Time Spent 4) 01/2024 - Round Lake Partners / Business Entity For Tax/Investment Purposes Only / Non. Inv. Related / Rumson NJ / Start date 01/04/2024 5) 01/2024 -Gladstone Wealth Partners /DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s)160 Hrs per month / 100% Time Spent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-09-19 |
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