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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-13 |
| NJ | RA | APPROVED | 2024-03-22 |
Branch Locations
1202 Laurel Oak Rd Ste 206, Voorhees, NJ 08043 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Bala Cynwyd | PA | 10/2019 | 11/2019 |
| New York Life Insurance Co | Bala Cynwyd | PA | 12/2018 | 11/2019 |
| Unemployed | Philadelphia | PA | 03/2018 | 12/2018 |
| Rescon Llc | Eddystone | PA | 07/2017 | 02/2018 |
| First Judicial District | Philadelphia | PA | 01/2015 | 06/2017 |
| Axa Advisors, Llc | New York | NY | 11/2019 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 11/2019 | 05/2022 |
| Lincoln Financial Advisors | Voorhees | NJ | 07/2022 | 03/2024 |
| Lpl Financial | Voorhees | NJ | 03/2024 | Present |
1- 03/2024 / Fortune Financial Planning / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 8 hrs during trading / At reported business location(s) 2- 03/2024 / Stephen Melchiorre / Non-Variable Insurance / Investment Related / 40 hrs mth / 2 hrs during trading / Start date: 07/15/2022
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-18 |
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