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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-21 |
| NJ | RA | APPROVED | 2019-07-05 |
Branch Locations
57 South Maple Avenue, Marlton, NJ 08053-2031 • United States
Haddon Township, NJ • United States
57 South Maple Avenue, Marlton, NJ 08053 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-04-18 |
| PA | RA | APPROVED | 2021-01-04 |
| NJ | RA | APPROVED | 2019-07-19 |
Branch Locations
Audubon, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 07/2015 | 06/2019 |
| Lpl Financial Llc | Marlton | NJ | 07/2019 | Present |
| M Financial Planning Services | Marlton | NJ | 07/2019 | Present |
1) 06/25/2019 - M Financial Planning Services, Inc. - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) 2) 08/06/2019 - Asset Management Associates of Medford, Inc - DBA:(FP) M Financial Planning Services, Inc - Investment related - At reported business location(s) - Registered Investment Advisor DBA - start date:08/01/2019 - 15 hrs/mo - 15 hrs during trading - I provide administer/active support to the firm, an independent investment advisor firm. I started this business activity in 08/2019. I expect to spend approximately 15 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 2015-09-28 |
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