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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-10-13 |
| TX | RA | APPROVED_RES | 2020-09-25 |
| NJ | RA | APPROVED | 2019-02-22 |
Branch Locations
1967 State Route 34 Bldg C, Suite 101, Wall Township, NJ 07719 • United States
1895 Walt Whitman Road,Ste 4, Melville, NY 11747 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Wall Township | NJ | 01/2016 | 01/2019 |
| Lpl Financial, Llc | Wall Township | NJ | 02/2019 | Present |
1. 2/22/2019- Intellectual Capital Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 1/18/2019 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%. 2. 4/3/2020 - ICG next - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 04/01/2020 - 160 Hours Per Month/130 Hours During Securities Trading. 3. 01/13/2022 - SBG Group Inc. - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 01/13/2022 - 1 Hour Per Month/1 Hour During Securities Trading. 4. 2/10/23 - Beacon ICG - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 10/18/2021 - 40 Hours Per Month/40 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-05 |
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