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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-04-16 |
| NY | RA | APPROVED | 2025-04-15 |
| TX | RA | APPROVED | 2025-04-14 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
271 Route 46 West Suite H102-103, Fairfield, NJ 07004 • United States
271 Route 46 West Suite B201, Fairfield, NJ 07004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Yes Entertainment And Sports | Boynton Beach | FL | 06/2017 | 08/2018 |
| Keith Perry For State Senate | Gainesville | FL | 08/2018 | 11/2018 |
| The Selling Factory | Gainesville | FL | 11/2018 | 05/2020 |
| University Of Florida | Gainesville | FL | 06/2016 | 05/2020 |
| Axa Advisors Llc | New York | NY | 04/2020 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 04/2020 | 06/2022 |
| American Portfolios Financial Services Llc | Holbrook | NY | 06/2022 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | 04/2025 |
| Lpl Financial Llc | Fairfield | NJ | 04/2025 | Present |
1)03/02/2025 - Northern Advisory Group - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)03/02/2025 - Insurance Sales - Non-Variable Insurance - Inv Rel - At Reported Business Location(s) - Start: 06/2022 - 4 Hr/Mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-01 |
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