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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-03-10 |
Branch Locations
101 Town Center Dr Ste 111, Warren, NJ 07059 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kpmg | New York City | NY | 08/2022 | Present |
| Barclays | Whippany | NJ | 07/2021 | 08/2021 |
| Monster Energy | Newark | DE | 08/2019 | 04/2022 |
| Competitive Plumbing And Heating Inc | Middlesex | NJ | 12/2020 | 02/2021 |
| Buffalo Wild Wings | Bridgewater | NJ | 12/2018 | 02/2020 |
| Sparkling Pools Services | Bridgewater | NJ | 06/2015 | 09/2017 |
| Competitive Plumbing And Heating Inc | Middlesex | NJ | 06/2016 | 08/2018 |
| Bridgewater Rarian Highschool | Bridgewater | NJ | 09/2014 | 06/2018 |
| University Of Delaware | Newark | DE | 06/2018 | 05/2022 |
| Joe Pops | Ship Bottom | NJ | 05/2022 | 08/2022 |
| Lpl Financial | Warren | NJ | 11/2024 | Present |
1. 10/23/2024- Beacon Financial Group- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s)- Start Date 11/01/2014 2. 10/23/2024- KPMG- Outside/W-2 Employment- NY 10001- 160 Hrs Per Mnth- 8 Hrs During Trading- Non Inv Rel- Start Date 10/17/2024 3. 01/05/2026 - Thomas Cooper - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 12/29/2025 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-08 |
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