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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-07-16 |
| NJ | RA | APPROVED | 2022-07-27 |
Branch Locations
210 E State Rt 4 Ste 202, Paramus, NJ 07652 • United States
Bayonne, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hudson County | Jersey City | NJ | 01/2017 | 10/2018 |
| Latham House | Jersey City | NJ | 07/2016 | 02/2017 |
| Century 21 | Lyndhurst | NJ | 12/2018 | 10/2019 |
| Equitable Advisors, Llc | New York | NY | 11/2019 | 06/2021 |
| Self-Employed | Bayonne | NJ | 07/2021 | 07/2022 |
| Lpl Financial, Llc | Fort Mill | SC | 07/2022 | Present |
1) 7/2022 - Non-Variable Insurance - Andrew Jacobson - Investment Related - At Reported Business Location(s) - 2) 04/07/2026 - Wealth Navigators - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-24 |
| S63 | Uniform Securities Agent State Law Examination | 2019-11-15 |
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