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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-30 |
| NJ | RA | APPROVED | 2025-06-27 |
| NY | RA | APPROVED | 2025-06-27 |
| PA | RA | APPROVED | 2025-06-27 |
| SC | RA | APPROVED | 2025-06-27 |
Branch Locations
1545 Us Highway 206 Ste 300, Bedminster, NJ 07921 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gilbert & Calabrese Llc | Flanders | NJ | 06/2022 | Present |
| Apex Fund Services | Paramus | NJ | 05/2022 | 05/2022 |
| Jmk Consumer | New York | NY | 09/2019 | 04/2022 |
| Pef Services | West Orange | NJ | 06/2018 | 09/2019 |
| Blackstone Inc | New York | NY | 03/2018 | 05/2018 |
| Centre Lane Partners | New York | NY | 01/2016 | 03/2018 |
| Lpl Financial Llc | Flanders | NJ | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-04 |
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