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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-01-14 |
| TX | RA | APPROVED_RES | 2025-01-09 |
| NC | RA | APPROVED | 2025-01-08 |
Branch Locations
130 Washington St, Morristown, NJ 07960 • United States
Wilmington, NC • 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 |
|---|---|---|---|---|
| Morgan Stanley & Co. Incorporated | Short Hills | NJ | 01/2009 | 04/2018 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 04/2018 |
| Raymond James Financial Services,Inc | Morristown | NJ | 04/2018 | 01/2025 |
| Morristown Wealth Management | Morristown | NJ | 04/2018 | Present |
| Njb Global Llc | Wilmington | NC | 04/2018 | Present |
| Lpl Financial | Morristown | NJ | 01/2025 | Present |
1)07/29/24 - Morristown Wealth Management - DBA for LPL business - Investment Related - Morristown, NJ 07960 - Start Date 04/02/1996 - Hours per Month 160 - Time Spent 100 2)07/29/24 - NJB Global LLC - Business Entity for Tax/Investment Purposes Only - Non-Investment Related - Morristown, NJ 07960 - Start Date 04/02/1996 - Hours per Month 160 - Time Spent 100 3)12/19/2025-Feldman Hanks Wealth Management-Owner-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date-12/01/2025-80hrs/mth-80hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-07-17 |
| S63 | Uniform Securities Agent State Law Examination | 1991-11-07 |
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