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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-01-18 |
Branch Locations
522 Brick Blvd Ste 203-2, Brick, NJ 08723 • United States
522 Brick Blvd Ste 203-2, Brick, NJ 08723 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Oakhurst | NJ | 10/2020 | 01/2024 |
| Valente And Accos. Llc | Toms River | NJ | 05/2011 | 10/2020 |
| Lpl Financial | Brick | NJ | 01/2024 | Present |
1) 01/2024 - Windward Wealth Advisors / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s)160 Hrs per month / 100% Time Spent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-16 |
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