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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-10-09 |
Branch Locations
858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-03-03 |
Branch Locations
46 Wilson Drive, Sparta, NJ 07871 • United States
858 Camp Street, New Orleans, LA 70130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial, Inc | Sparta | NJ | 10/2015 | 01/2020 |
| Elite Retirement Consultants Llc | Sparta | NJ | 10/2015 | 03/2025 |
| Lpl Financial Llc | Sparta | NJ | 01/2020 | Present |
| Newedge Advisors, Llc. | New Orleans | LA | 03/2025 | Present |
1)1/7/20- Elite Retirement Consultants LLC- DBA for LPL Business (entity for LPL business)- Inv. Related- Sparta, NJ- 100% 2)1/7/20-Elite Retirement Consultants LLC- Non-variable Insurance- Agent for LTC, health, life, and disability - Inv. Related- Sparta, NJ- Start date 2011 - 15-20hrs/mth- 10%. 3) 03/04/2025- ERC Wealth Management- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 03/03/2025- 160 Hours Per Month- 120 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-09 |
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