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Grace Hirshblond

LPl Financial LLC

Marlton, NJ

Philadelphia, PA

CRD 7402787

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Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars
  • CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-08-09
PA RA APPROVED 2022-11-14
NJ RA APPROVED 2022-06-08
  • TX RA
    APPROVED_RES
    Since 2024-08-09
  • PA RA
    APPROVED
    Since 2022-11-14
  • NJ RA
    APPROVED
    Since 2022-06-08

Branch Locations

Marlton, NJ • United States

704 Livezey Lane, Philadelphia, PA 19128 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Marlton NJ 06/2021 Present
Georgian Court University Lakewood NJ 03/2019 12/2021
Ess Aberdeen NJ 09/2018 03/2019
West Elm Red Bank NJ 05/2018 08/2018
Pilates Blast Red Bank NJ 04/2018 08/2018
Monmouth University West Long Branch NJ 09/2016 05/2018
  • 06/2021 → Present
    Lpl Financial
    Marlton, NJ
  • 03/2019 → 12/2021
    Georgian Court University
    Lakewood, NJ
  • 09/2018 → 03/2019
    Ess
    Aberdeen, NJ
  • 05/2018 → 08/2018
    West Elm
    Red Bank, NJ
  • 04/2018 → 08/2018
    Pilates Blast
    Red Bank, NJ
  • 09/2016 → 05/2018
    Monmouth University
    West Long Branch, NJ
Other Businesses

1- 04/2022 / DBA for LPL Business (entity for LPL business) / Pelerin Wealth Management / Investment Related / Marlton, NJ

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-06-07
  • S66 Uniform Combined State Law Examination
    2022-06-07

View on SEC IAPD

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