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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-03-15 |
| NJ | RA | APPROVED | 2023-03-14 |
Branch Locations
461 From Rd, 3Rd Fl, Ste 386, Paramus, NJ 07652 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Paramus | NJ | 03/2003 | Present |
| Private Portfolio Partners, Llc | Paramus | NJ | 12/2012 | 03/2023 |
1. 11/22/2010 - FINRA Arbitrator - INV REL - AT REPORTED BUSINESS LOCATION - I have been approved by FINRA to become a non-public arbitrator for FINRA - 2% TIME SPENT. 2. 03/21/2013 - INC Advisors - INV REL - AT REPORTED BUSINESS LOCATION - DBA for LPL Business (entity for LPL business). 3. 4/15/2019 - Life Policy Pros - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 04/08/2019 - 1 Hour Per Month During Securities Trading. 4. 09/14/2021 - Integra Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 09/14/2021 - 160 Hours Per Month/8 Hours During Securities Trading. 5. 02/10/2023 - Private Portfolio Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Start Date - 3/13/2023 6. 08/07/2025 - INC Advisors by LPL Financial - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start date: 08/15/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 1991-11-27 |
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