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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-18 |
| NJ | RA | APPROVED | 2025-09-17 |
Branch Locations
1 disclosure category 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 |
|---|---|---|---|---|
| Rbc Capital Markets, Llc | Red Bank | NJ | 03/2008 | 09/2025 |
| City National Bank | Red Bank | NJ | 05/2017 | 09/2025 |
| Lpl Financial Llc | Red Bank | NJ | 09/2025 | Present |
1. 09/2025- Royal Tern LLC- Real Estate Rental- Jupiter Florida- Inv Rel- Start Date 12/26/2024 2. 09/2025- Totland Consulting LLC- Business Entity For Tax/Investment Purposes Only- Non Inv Rel- Tinton Falls NJ 07724- 160 Hrs Per Mnth- 40 Hrs During Trading- Start Date 09/17/2025 3. 09/2025- Lighthouse Private Wealth- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s)- 160 Hrs Per Mnth- 8 Hrs During Trading- Start Date 09/17/2025 4. 09/2025- Totland Group LLC- Business Owner- Tinton Falls, NJ 07724- Non Inv Rel- Start Date 12/26/2024 5. 10/31/2025 - Denny Totland - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 10/10/2025 - 3 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 1990-05-17 |
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