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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-02-02 |
| TX | RA | APPROVED_RES | 2024-02-02 |
Branch Locations
3322 Route 22 Ste 1003 Bldg 10, Branchburg, NJ 08876 • United States
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 |
|---|---|---|---|---|
| Minnesota Life Insurance | St. Paul | MN | 10/2011 | 08/2023 |
| Securian Financial Services | St. Paul | MN | 10/2011 | 08/2023 |
| Allied Wealth Partners | Parsippany | NJ | 06/2014 | 02/2024 |
| Cetera Advisor Networks Llc | Parsippany | NJ | 08/2023 | 02/2024 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | 02/2024 |
| Lpl Financial Llc | Clinton | NJ | 02/2024 | Present |
1) 01/17/2024 - New Jersey Department of Treasury - Outside/W-2 Employment - Investigate businesses from case load to ensure tax compliance - NJ, 07102 - Non investment related - 80 Hours per month - Start date: 05/15/2016. 2) 01/17/2024 - Newroads Financial Group LLC - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-12-29 |
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