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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-11-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Financial Specialists Llc | Schaumburg | IL | 10/2005 | 11/2023 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2007 | 11/2023 |
| Financial Foundations Group Llc D/B/A Financial Foundations Grou | Hawthorne | NJ | 01/2000 | 12/2019 |
| Insurance Foundation Group | Hawthorne | NJ | 01/2004 | 11/2023 |
| Cangelosi Agency Llc | Hawthorne | NJ | 11/2013 | 11/2023 |
| Lpl Financial Llc | Hawthorne | NJ | 11/2023 | Present |
1) 10/2023 - Cangelosi Wealth Management - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - 160hrs/month - 100% time spent 2) 10/2023 - Gladstone Wealth Partners- DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - 160hrs/month - 100% time spent 3) 10/2023 - Insurance Foundations Group - Insurance Agency - Inv. Related - Hawthorne, NJ - Broker - Start Date 11/27/2023 - 12hrs/month - 2% tine spent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-10-16 |
| S63 | Uniform Securities Agent State Law Examination | 1997-05-19 |
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