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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-05-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Co Of America | New York | NY | 06/2018 | 04/2021 |
| Slice | New York | NY | 09/2017 | 04/2018 |
| Tulane University | New Orleans | LA | 08/2013 | 05/2017 |
| Park Avenue Securities, Llc | New York | NY | 02/2020 | 04/2021 |
| Unemployed | Ridgewood | NJ | 05/2017 | 09/2017 |
| Unemployed | New York | NY | 04/2018 | 06/2018 |
| Von Halle Brokerage Group | Little Falls | NJ | 04/2021 | Present |
| Lincoln Financial Securities | Little Falls | NJ | 05/2021 | 05/2024 |
| Lp Financial Llc | Little Falls | NJ | 05/2024 | Present |
1) 05/14/2024 - Jake Von Halle (DBA Von Halle Brokerage Group) - Non-Variable Insurance - Selling: Life Insurance, Disability Insurance, Long Term Care Insurance, Group Insurance (Health, Dental, Vision, life, STD, LTD, HRA), SPDAs 2) MassMutual Greater Philadelphia, Strategies for Wealth, The Plug Group, Peter von Halle (Lincoln Financial GA), Flexible Benefit Solutions LLC, RD Marketing - NJ 07424 - Investment related - 120 Hours per month - Start date: 04/01/2021. 2) 05/14/2024 - Von Halle Brokerage Group - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-29 |
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