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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-05-28 |
Branch Locations
Swampscott, MA • United States
1000 Atrium Way, Suite 401, Mt. Laurel, NJ 08054 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Mt. Laurel | NJ | 05/2026 | Present |
| Global Atlantic Financial Company | Simsbury | CT | 07/2014 | 02/2017 |
| Forethought Distributors, Llc | Simsbury | CT | 07/2014 | 02/2017 |
| Advisory Group Equity Servies, Ltd. | Woburn | MA | 08/2018 | 08/2019 |
| Protein House | Marlboro | MA | 02/2017 | 08/2018 |
| Cetera Financial Specialists Llc | Schaumburg | IL | 09/2020 | 04/2021 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2020 | 04/2021 |
| Peacefiel Financial; Dba For Investment/Securities Business | Quincy | MA | 09/2020 | 04/2021 |
| Elite Consulting Partners | Moorestown | NJ | 05/2021 | 08/2025 |
| Seb Entertainment | Swampscott | MA | 02/2017 | Present |
| Balanced Security Planning, Inc. | Newport Beach | CA | 07/2022 | 08/2025 |
| Miramontes Capital, Llc | Newport Beach | CA | 02/2024 | 08/2025 |
1. 05/2026 - SEB Entertainment LLC - Business Owner - Not Inv Related – 10 Hour(s)/Month – 0 Hour(s) During Trading – Swampscott MA 01907 – OBA Start Date: 08/01/2017 2. 05/2026 - Momentum Wealth Partners - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 5/19/2026
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 1992-07-11 |
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