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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-12-01 |
| NY | RA | APPROVED | 2025-12-01 |
Branch Locations
600 East Crescent Avenue Suite 202, Upper Saddle River, NJ 07458 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Boy Scouts Of America, Northern New Jersey Council | Oakland | NJ | 07/2018 | 07/2020 |
| Rj Staffing | Nanuet | NY | 05/2017 | 08/2017 |
| Wells Fargo Advisors Financial Network, Llc | Upper Saddle River | NJ | 08/2020 | 12/2025 |
| State University Of New York College At Oneonta | Oneonta | NY | 09/2016 | 04/2017 |
| State University Of New York College At Oneonta | Oneonta | NY | 09/2017 | 06/2018 |
| Lpl Financial | Upper Saddle River | NJ | 12/2025 | Present |
1.11/2025 - Wilson Peak Wealth Management, Inc - DBA for LPL Business (entity for LPL business) - Investment related - 40 Hrs/Mth - 40 Hrs During Trading - At Reported Business Location(s) - OBA start date: 12/01/2025
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-10-21 |
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