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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2019-01-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Caristia, Kulsar & Wade, Llc | Sparta | NJ | 10/2002 | Present |
| 1St Global Capital Corp. | Sparta | NJ | 01/2017 | 01/2019 |
| 1St Global Advisors, Inc. | Sparta | NJ | 01/2017 | 01/2019 |
| Lpl Financial Llc | Sparta | NJ | 01/2019 | Present |
1)11/12/2018 - CKW WEALTH ADVISORS, LLC - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 01/2017 - 8 hr/mth 2)11/12/2018 - Caristia, Kulsar & Wade, LLC - CPA Affiliate Program - inv rel - at reported business location(s) - start: 10/2002 - 160 hr/mth 3) 9/10/2020 - CKW Wealth Management, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 08/03/2020 - 160 Hours Per Month/130 Hours During Securities Trading. 4) 11/25/2024- Cami Financial Group - DBA for LPL Business (entity for LPL business)- Inv. Related- At reported business location(s)- start date 1/1/2025- 10hrs per mth/ 9hrs during trading 5) 12/17/2024- PlanWealth Financial Group - DBA for LPL Business (entity for LPL business)- Inv. Related- At reported business location(s)- start date 1/1/2025- 0hrs per mth/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-10 |
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