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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-07-10 |
Branch Locations
1 University Plaza Drive Suite 114, Hackensack, NJ 07601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cadaret Grant & Co., Inc. | Hackensack | NJ | 10/2023 | 07/2025 |
| New Horizon Financial Corp | Hackensack | NJ | 06/2017 | Present |
| Albright College | Reading | PA | 08/2015 | 06/2017 |
| Lpl Financial Llc | Hackensack | NJ | 07/2025 | Present |
1. 07/10/2025-New Horizon Financial Tax Services LLC- Tax Prep/Accounting/CPA- INV Related- At Reported Business Location(s)- Start date 06/26/2017- 160 Hours Per Month- 160 Hours During Trading 2. 07/10/2025-New Horizon Financial- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 06/19/2017- 160 Hours Per Month- 160 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-02 |
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