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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-06-15 |
Branch Locations
786 Mountain Blvd. Suite 205, Watchung, NJ 07069 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services, Llc | Warren | NJ | 03/2025 | 05/2026 |
| Massmutual Life Insurance Co | Warren | NJ | 06/2024 | 05/2026 |
| University Of Pennsylvania Athletics | Philadelphia | PA | 01/2023 | 05/2024 |
| Temple University | Philadelphia | PA | 08/2020 | 05/2024 |
| United States Amateur Baseball League | Warren | NJ | 04/2015 | 11/2018 |
| Temple University Athletics | Philadelphia | PA | 11/2021 | 03/2024 |
| Lincoln Financial Field | Philadelphia | PA | 08/2022 | 03/2024 |
| Perfect Game Usa | Vorhees | NJ | 04/2021 | 09/2023 |
| Watchung Hills Regional High School | Warren | NJ | 09/2016 | 06/2020 |
| Italian American Baseball Foundation | Green Brook | NJ | 05/2022 | 08/2022 |
| Philadelphia Eagles | Philadelphia | PA | 08/2021 | 02/2023 |
| Somerset Patriots | Bridgewater | NJ | 05/2023 | 08/2023 |
| Usabl | Green Brook | NJ | 04/2018 | 09/2020 |
| Lpl Financial | Watchung | NJ | 06/2026 | Present |
1. 06/2026 - Investment Concepts II - DBA for LPL Business (entity for LPL business) - Inv Related – 200 Hour(s)/Month – 160 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 6/12/2026 2. 06/2026 - LifeServ Partners - Non-Variable Insurance - Inv Related – 40 Hour(s)/Month – 10 Hour(s) During Trading – Watchung, NJ, 07069 – OBA Start Date: 06/12/2026 3. 06/2026 - Avanti Collective LLC - Business Owner - Inv Related – 4 Hour(s)/Month – 0 Hour(s) During Trading – Morristown, NJ, 07960 – OBA Start Date: 06/08/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-26 |
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