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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-07-01 |
Branch Locations
145 Wyckoff Rd Ste 202B, Eatontown, NJ 07724 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Royal Alliance Associates | West Long Branch | NJ | 12/2006 | 07/2024 |
| Investment Advisors Asset Management, Llc | Easton | PA | 02/2013 | 06/2020 |
| Lpl Financial Llc | Eatontown | NJ | 07/2024 | Present |
1) 06/14/2024 - Investment Advisors Financial Group, LLC - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 2) 06/14/2024 - Perhach Associates Wealth Management - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 3) 06/14/2024 - Non-Variable Insurance - Selling: Life Insurance - Midland National & Securian - NJ 08835 - Investment related - 3 Hours per month - Start date: 06/08/2015.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 2004-01-12 |
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