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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-20 |
| NJ | RA | APPROVED | 2019-11-08 |
Branch Locations
3349 Highway 138 Bldg D # A, Wall, NJ 07719-9671 • United States
Brick, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Trust Portfolios L.P. | Wheaton | IL | 05/2016 | 03/2019 |
| Lpl Financial Llc | Wall | NJ | 03/2019 | Present |
1)10/11/2019 - Independent Wealth Management - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-05 |
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