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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-04-28
  • NJ RA
    APPROVED
    Since 2025-04-28

Branch Locations

10 Broad St., Suite 202, Red Bank, NJ 07701 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
929 Media New York City NY 05/2018 07/2022
Rolla New York City NY 06/2020 02/2023
Briefed.iO Chicago IL 05/2024 06/2024
Lpl Financial Red Bank NJ 01/2025 Present
Unemployed N/A XX 02/2023 04/2024
Unemployed N/A XX 06/2024 12/2024
Student Boston MA 09/2014 04/2018
  • 05/2018 → 07/2022
    929 Media
    New York City, NY
  • 06/2020 → 02/2023
    Rolla
    New York City, NY
  • 05/2024 → 06/2024
    Briefed.iO
    Chicago, IL
  • 01/2025 → Present
    Lpl Financial
    Red Bank, NJ
  • 02/2023 → 04/2024
    Unemployed
    N/A, XX
  • 06/2024 → 12/2024
    Unemployed
    N/A, XX
  • 09/2014 → 04/2018
    Student
    Boston, MA
Other Businesses

1)12/15/2024 - Jaeger Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)12/15/2024 - The Oscar Expert - Youtube Channel - Content Creator - Non-Inv Rel - Hoboken, NJ - Start: 05/2018 - 35 Hr/Mth

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-25
  • S66 Uniform Combined State Law Examination
    2025-04-25

View on SEC IAPD

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