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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-10-15 |
Branch Locations
10000 Lincoln Dr E Ste 201, Marlton, NJ 08053 • United States
Fanwood, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors. Inc. | Mount Laurel | NJ | 07/2016 | 02/2025 |
| Lpl Financial | Marlton | NJ | 02/2025 | Present |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-11 |
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