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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-03-04 |
Branch Locations
3322 Route 22 Ste 1003 Bldg 10, Branchburg, NJ 08876 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services Inc | St Paul | MN | 11/2022 | 08/2023 |
| Minnesota Life Insurance Co | St Paul | MN | 11/2022 | 08/2023 |
| Allied Wealth Partners | Parisppany | NJ | 11/2022 | 03/2025 |
| Synthesis Wealth Planning | Morristown | NJ | 05/2022 | 09/2022 |
| Kestra Financial | Austin | TX | 05/2022 | 09/2022 |
| Cliff's Homemade Ice Cream | Ledgewood | NJ | 02/2018 | 08/2021 |
| Rowan University | Glassboro | NJ | 09/2018 | 09/2022 |
| Qdoba Mexican Eats | Denville | NJ | 07/2017 | 08/2017 |
| Roxbury Public Schools | Succasunna | NJ | 10/2012 | 06/2018 |
| Unemployed | Succasunna | NJ | 10/2012 | 07/2017 |
| Unemployed | Succasunna | NJ | 08/2017 | 02/2018 |
| Securian Financial Services | St Paul | MN | 10/2022 | 11/2022 |
| Allied Wealth Partners | Parsipanny | NJ | 10/2022 | 11/2022 |
| Cetera Advisor Networks Llc | Parsippany | NJ | 08/2023 | 03/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | 03/2025 |
| Lpl Financial | Clinton | NJ | 03/2025 | Present |
1) 02/2025 - Newroads Financial Group LLC / 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 | 2023-02-08 |
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