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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-05-15 |
| NC | RA | APPROVED | 2026-05-14 |
Branch Locations
188 E Bergen Pl Ste 204, Red Bank, NJ 07701 • United States
Charlotte, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services | Charlotte | NC | 01/2019 | 03/2023 |
| Rhi General Group | San Ramon | CA | 01/2019 | 05/2019 |
| Triton Financial Planning Group, Inc. | Red Bank | NJ | 12/2015 | 01/2019 |
| Lpl Financial Llc | Charlotte | NC | 03/2023 | Present |
1.05/12/2023; Triton Financial Planning Group; For-Profit Board Member; Not Investment Related; CHARLOTTE,NC; Start Date 03/18/2023; 4hrs/mth; 1hrs during trading 2.05/12/2023; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Triton Financial Planning Group; Investment Related; at Reported Business Location(s); Start Date 05/03/2023; 160hrs/mth; 8hrs during trading 3.07/28/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Triton Financial Planning Group; Investment Related; at Reported Business Location(s); Start Date 07/07/2026; 160hrs/mth; 130hrs during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-04-06 |
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