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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-01-21 |
| TX | RA | APPROVED_RES | 2025-01-21 |
Branch Locations
461 From Rd Ste 385 3Rd Floor, Paramus, NJ 07652 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Short Hills | NJ | 04/2018 | 03/2019 |
| Northwestern Mutual | Annandale | NJ | 05/2017 | 03/2018 |
| P&S Landscaping | East Hanover | NJ | 05/2015 | 04/2017 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 05/2018 | 03/2019 |
| Winslow, Evans & Crocker, Inc. | Boston | MA | 03/2019 | 03/2021 |
| National Securities Corporation | Boston | MA | 03/2021 | 07/2022 |
| B. Riley Wealth Advisors | Memphis | TN | 03/2021 | 01/2025 |
| B. Riley Wealth Management | Memphis | TN | 07/2022 | 01/2025 |
| Lpl Financial Llc | Paramus | NJ | 01/2025 | Present |
1) 01/15/2025 - Vorhies Private 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 | 2018-07-02 |
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