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Peter Lawrence Graham

LPl Financial LLC

Middletown, NJ

Middletown, NJ

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-11-05
CT RA APPROVED 2025-11-01
  • NJ RA
    APPROVED
    Since 2025-11-05
  • CT RA
    APPROVED
    Since 2025-11-01

Branch Locations

8 Tindall Rd, Middletown, NJ 07748 • United States

8 Tindall Road, Middletown, NJ 07748 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Navesink Wealth Management Middletown NJ 03/2015 Present
Lpl Financial, Llc Middletown NJ 07/2015 Present
  • 03/2015 → Present
    Navesink Wealth Management
    Middletown, NJ
  • 07/2015 → Present
    Lpl Financial, Llc
    Middletown, NJ
Other Businesses

1. 07/07/2015 - NAVESINK WEALTH MANAGEMENT/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 70%/ MIDDLETOWN, NJ

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-30
  • S66 Uniform Combined State Law Examination
    2025-10-30
Other Names
  • Pete Graham
  • Peter Lawrence Graham
  • Peter Graham

View on SEC IAPD

Other Firms

CETERA INVESTMENT ADVISERS LLC
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WORLD INVESTMENT ADVISORS, LLC
KESTRA ADVISORY SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
J.P. MORGAN SECURITIES LLC

Other Investors

EUGENE MICHAEL GIORDANO
PETER L GRAHAM
VINCENT PHILIP PASSARIELLO
FRANK PAUL HELLRIEGEL
Randolph Adams
CHRISTOPHER R. CAMBURN
PHYLLIS ANN BONGIORNO
MICHAEL ANDREW VITKANSAS

Other Offices

CETERA INVESTMENT ADVISERS LLC · MIDDLETOWN, NJ
WELLS FARGO CLEARING SERVICES, LLC · MIDDLETOWN, NJ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · MIDDLETOWN, NJ
LPL FINANCIAL LLC · MIDDLETOWN, NJ
WORLD INVESTMENT ADVISORS, LLC · RED BANK, NJ
KESTRA ADVISORY SERVICES, LLC · MIDDLETOWN, NJ
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Middletown, NJ
WORLD INVESTMENT ADVISORS, LLC · MIDDLETOWN, NJ

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