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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-08-04 |
Branch Locations
145 North Maple Ave, Marlton, NJ 08053 • United States
145 North Maple Ave, Marlton, NJ 08053 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 05/2019 | 12/2020 |
| Becker College | Worcester | MA | 08/2014 | 12/2017 |
| Worcester Pro Hockey Llc | Worcester | MA | 01/2018 | 02/2019 |
| Austin Liquers | Worcester | MA | 09/2017 | 12/2017 |
| Uber | San Francisco | CA | 03/2019 | 10/2019 |
| Lyft | San Francisco | CA | 03/2019 | 10/2019 |
| Sunoco | Forked River | NJ | 04/2011 | 09/2016 |
| Wrat | Belmar | NJ | 05/2017 | 08/2017 |
| Axa Advisors, Llc | New York | NY | 05/2019 | 06/2020 |
| Pnc Investments | Philadelphia | PA | 12/2020 | 12/2023 |
| Td Bank N.A. | Marlton | NJ | 01/2024 | 06/2025 |
| Td Private Client Wealth Llc | Marlton | NJ | 01/2024 | 06/2025 |
| Lpl Financial | Marlton | NJ | 08/2025 | Present |
| American Heritage Fcu | Marlton | NJ | 08/2025 | Present |
1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name American Heritage Investment & Retirement Center - Investment Related - At Reported Business Location (s) - Start Date: 07/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-22 |
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