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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-10-15
  • NJ RA
    APPROVED
    Since 2025-10-15

Branch Locations

10000 Lincoln Dr E Ste 201, Marlton, NJ 08053 • United States

Fanwood, NJ • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Valic Financial Advisors. Inc. Mount Laurel NJ 07/2016 02/2025
Lpl Financial Marlton NJ 02/2025 Present
  • 07/2016 → 02/2025
    Valic Financial Advisors. Inc.
    Mount Laurel, NJ
  • 02/2025 → Present
    Lpl Financial
    Marlton, NJ
Other Businesses

1. 08/2025 - Lex Wealth Management LLC - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hrs/Mth - 40 Hrs During Trading - SWEDESBORO, NJ 08085 - OBA Start Date: 08/25/2025

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-11
  • S66 Uniform Combined State Law Examination
    2025-10-11

View on SEC IAPD

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