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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-11-08 |
Branch Locations
220 Davidson Ave 2Nd Flr 200X, Somerset, NJ 08873 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Summit | NJ | 01/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Summit | NJ | 11/2016 | 11/2023 |
| Lpl Financial Llc | Flemington | NJ | 11/2023 | Present |
1) 10/2023 - GLADSTONE WEALTH PARTNERS - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - 160hrs/month - 100% time spent 2) 10/23/2025- LifeX- Other - Health Insurance Plan Participant for Disc- Not INV Related- At 10/08/2025- 1 Hour Per Month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-08-05 |
| S63 | Uniform Securities Agent State Law Examination | 2006-02-11 |
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