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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-04-18 |
Branch Locations
73 Mountainview Blvd, Basking Ridge, NJ 07920 • United States
2713 Rt 23 S, Newfoundland, NJ 07435 • United States
235 Ridgedale Ave, Cedar Knolls, NJ 07927 • United States
18 Elmer Street, Madison, NJ 07940 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Paramus | NJ | 01/2011 | 10/2017 |
| Raymond James Financial Services, Inc | Westwood | NJ | 10/2017 | 04/2023 |
| Raymond James Financial Services Advisors Inc. | Westwood | NJ | 10/2017 | 04/2023 |
| Lakeland Bank | Westwood | NJ | 10/2017 | 04/2023 |
| Specific Solutions | Westwood | NJ | 09/2018 | 04/2023 |
| Netherlands Reformed Christian School | Pompton Plains | NJ | 07/2016 | Present |
| Lakeland Financial Services | Westwood | NJ | 10/2017 | 04/2023 |
| Affinity Federal Credit Union | Basking Ridge | NJ | 04/2023 | Present |
| Lpl Financial Llc | Basking Ridge | NJ | 04/2023 | Present |
1- 04/27/2023 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Affinity Investment Services - At Reported Business Location(s) 2- 11/07/2025 - Berkshire Crest, LLC - Real Estate Rental - West Milford, NJ - Start Date 11/04/2025 - 12 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 2005-02-25 |
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