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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-09-04 |
Branch Locations
6 Mill Ridge Lane, Ste. 101, Chester, NJ 07930 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Walgreens Boots Alliance Inc | Boonton | NJ | 01/2017 | 06/2017 |
| Bentley University | Waltham | MA | 08/2018 | 05/2021 |
| Bleakley Financial Group | Fairfield | NJ | 05/2019 | 07/2019 |
| Bleakley Financial Group | Fairfield | NJ | 08/2021 | 05/2024 |
| Unemployed | Lincoln Park | NJ | 05/2021 | 06/2021 |
| Student | Lincoln Park | NJ | 01/2013 | 05/2021 |
| Lpl Financial Llc | Fairfield | NJ | 06/2021 | 05/2024 |
| Unemployed | Lincoln Park | NJ | 05/2024 | 09/2024 |
| Lpl Financial | Chester | NJ | 09/2024 | Present |
1) 08/2024 - CKW Wealth Management, LLC / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s) 2) 08/2024 - CKW Wealth Management / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s) 3) 12/31/2024 - PlanWealth Financial Group - Investment Related - DBA for LPL Business (entity for LPL business) - Start Date:01/01/2025 - 160 Hrs/Mth - 150 Hrs During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-29 |
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