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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-02-14 |
| DE | RA | APPROVED | 2018-02-14 |
| GA | RA | APPROVED | 2018-02-14 |
| KY | RA | APPROVED | 2018-02-14 |
| NJ | RA | APPROVED | 2018-02-14 |
| NC | RA | APPROVED | 2018-02-14 |
| OH | RA | APPROVED | 2018-02-14 |
| PA | RA | APPROVED | 2018-02-14 |
| TX | RA | APPROVED_RES | 2018-02-14 |
| VA | RA | APPROVED | 2018-02-14 |
Branch Locations
73 Mountainview Blvd, Basking Ridge, NJ 07920 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corp | Tampa | FL | 01/2013 | 02/2018 |
| Affinity Federal Credit Union | Basking Ridge | NJ | 10/1999 | Present |
| Lpl Financial Llc | New Brunswick | NJ | 02/2018 | Present |
1. 02/14/2018 - Affinity Investment Services- Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-08-22 |
| S63 | Uniform Securities Agent State Law Examination | 1993-11-30 |
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