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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2016-01-27 |
Branch Locations
1777 Sentry Parkway West Suite 201M, Blue Bell, PA 19422 • United States
305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2014-07-23 |
Branch Locations
1777 Sentry Park W Ste 201, Blue Bell, PA 19422 • United States
305 Madison Avenue, Morristown, NJ 07960 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Blue Bell | PA | 07/2014 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 07/2014 | Present |
(1) 07/23/2014: GOLDMARK ASSOCIATES - INV REL - 1777 SENTRY PARK W STE 201, BLUE BELL, PA 19422 - INSURANCE AGENCY - 50% OF TIME SPENT - INSURANCE BROKER OFFERING HEALTH INSURANCE. (2) 07/23/2014: GOLDMARK ASSOCIATES - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - 77 SENTRY PARK W STE 201, BLUE BELL, PA 19422 - 100% OF TIME SPENT (3) 09/17/2014: PRIVATE ADVISOR GROUP, LLC - INV REL - 77 SENTRY PARK W STE 201, BLUE BELL, PA 19422 - REGISTERED INVESTMENT ADVISOR: (HYBRID) PRIVATE ADVISOR GROUP, LLC - 100% OF TIME SPENT - PROVIDES ADVISORY SERVICES 4) 2/21/2018 - Goldmark Benefits - Investment Related - At reported BUsiness Location - Non-Variable Insurance - Start Date:9/19/2014 - 80 Hours Per Month/80 Hours During Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-01-14 |
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