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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-10-28 |
| TX | RA | APPROVED | 2024-10-24 |
Branch Locations
766 Shrewsbury Ave Ste 304, Tinton Falls, NJ 07724 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dominion Financial Group | Tinton Falls | NJ | 05/2021 | Present |
| Voya Financial Advisors, Inc | Eatontown | NJ | 01/2016 | 05/2021 |
| Lpl Financial Llc | Tinton Falls | NJ | 04/2024 | Present |
1) 04/12/2024 - Laurie Muller/ Dominion Financial Group - Non-Variable Insurance - NJ 07724 - Inv Rel - Selling: life & health insurance, group benefits and fixed annuities through Ash Brokerage SFG Advisors & Benefit - 2 Hr per month - Start date: 07/18/2016. 2) 04/12/2024 - Dominion Financial Group - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 140 Hours per month. 3) 03/07/2025 - iwealthplan - Investment Related - DBA for LPL Business (entity for LPL business) - At reported business location(s) - Start Date:02/20/2025 - 140 Hrs/Mth - 140 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-24 |
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