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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-11-14 |
Branch Locations
Bridgewater, NJ • United States
135 Us Highway 202/206 Suite 3, Bedminster, NJ 07921 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corporation | Bridgewater | NJ | 01/2009 | 03/2023 |
| Pruco Securities Llc | Basking Ridge | NJ | 03/2023 | 11/2024 |
| The Prudential Insurance Company Of America | Basking Ridge | NJ | 07/2023 | Present |
| Lpl Enterprise, Llc | Basking Ridge | NJ | 11/2024 | Present |
1) 12/04/2024- Collegiate Financial-DBA for LPL Business (entity for LPL business)-conducting insurance and investment services, financial planning and investment advisory, and related marketing activities.- BASKING RIDGE, NJ - INV related - start date 11/30/2023- 160 HRS/ MTHS- 160 during training
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-22 |
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