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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2018-10-26 |
| NJ | RA | APPROVED | 2017-02-14 |
Branch Locations
591 Mantua Blvd, Ste 201, Sewell, NJ 08080 • United States
Sewell, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Sewell | NJ | 10/2014 | Present |
| Good Life Advisors, Llc | Cherry Hill | NJ | 10/2014 | 02/2017 |
(1) 111/12/2014: No Business Name - Real Estate Rental - Investment Related - 3304 Jennifer Court Voorhees, NJ 08043 - Start 04/01/2012 - 1 Hr/Mo; 0 Hour(s) During Securities Trading - owner of rental property (2) 11/22/2016 - Principle Wealth Management Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 11/15/2016 - 40 Hours Per Month During Securities Trading. (3) 11/15/2018 - Benchmark Retirement & Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date:10/26/2018 - 5 Hours Per Month/5 Hours During Trading. (4) 06/17/2026 - H.O.M.E. Financial Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 10/03/2016 - 160 Hours Per Month/ During Trading (5) 06/17/2026 - H.O.M.E. Financial Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 10/14/2014 - 160 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-10-02 |
| S63 | Uniform Securities Agent State Law Examination | 2004-12-03 |
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