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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2019-01-07 |
| NJ | RA | APPROVED | 2018-02-14 |
| PA | RA | APPROVED | 2018-02-14 |
| TX | RA | APPROVED | 2018-02-14 |
Branch Locations
309 Fellowship Rd, Ste 200 East Gate Center, Mt Laurel, NJ 08054 • 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 |
|---|---|---|---|---|
| Ocean First Bank (Formerly: Sun National Bank) | Medford | NJ | 01/2006 | 02/2019 |
| Invest Financial Corporation | Tampa | FL | 01/2006 | 02/2018 |
| Lpl Financial Llc | Mt Laurel | NJ | 02/2018 | Present |
1. 9/19/2019 - RBD 4th Ave LLC - Investment Related - Home Based & Roebling, NJ 08554 - Real Estate Rental - Started 07/15/2019 - 10 Hours Per Month/0 Hours During Securities Trading. 2. 3/12/2021 - RBD Wealth Management, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 03/15/2021 - 20 Hours Per Month/5 Hours During Securities Trading. 3. 3/18/2021 - Highland Capital Brokerage - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 03/17/2021 - 5 Hours Per Month/2 Hours During Securities Trading. 4. 04/01/2025 - JBC Companies - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date: 03/26/2025 - 5 Hours Per Month/5 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 1994-04-13 |
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