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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-01-09 |
| TX | RA | APPROVED | 2024-07-24 |
| NJ | RA | APPROVED | 2002-06-12 |
Branch Locations
411 State Route 34 Ste 1 Building Iii, Ste 301, Colts Neck, NJ 07722 • United States
Sherman, CT • United States
411 State Route 34 Suite 1, Colts Neck, NJ 07722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2003-02-21 |
Branch Locations
411 State Route 34 Suite 1, Colts Neck, NJ 07722 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Morganville | NJ | 11/2001 | Present |
| Varbeco Wealth Management, Llc | Morganville | NJ | 09/2001 | Present |
(1) 11/12/2001 * VARBECO WEALTH MANAGEMENT, LLC. * Registered Investment Advisor DBA * VARBECO WEALTH MANAGEMENT, LLC. * INV REL * AT REPORTED BUSINESS LOCATION(S) (2) 09/03/2002 * NO BUSINESS NAME * Non-Variable Insurance * INV REL * AT REPORTED BUSINESS LOCATION(S) * SELL LTC INSURANCE (3) 06/12/2014 * NO BUSINESS NAME * Outside/W-2 Employment * NOT INV REL * Performing a couple times a month as a musician. * Various bars, restaurants, clubs, and studios across NJ. * START 07/01/2014 * 10 HRS/MO (4) 04/21/2016 * Flowers from the farm NJ * Flowers from the farm NJ * NOT INV REL *AT REPORTED BUSINESS LOCATION(S) * START 09/01/2014 * Flower farm to ne owned by my wife. I will be listed as a member of the LLC but will not ne involved in the daily operations. I will not receive any income from the LLC. * 5 HRS/MO
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-08-08 |
| S63 | Uniform Securities Agent State Law Examination | 1996-12-31 |
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