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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-10-17 |
Branch Locations
916 Fischer Blvd, Toms River, NJ 08753 • United States
340 Us Hwy 9 S, Bayville, NJ 08721 • United States
1162 Green Street, Iselin, NJ 08830 • United States
310 North Avenue East, Cranford, NJ 07016 • United States
471 County Rte 520, Marlboro Twp, NJ 07746 • United States
3665 Route 9 N, Old Bridge, NJ 08857 • United States
168-170 Main St, Matawan, NJ 07747 • United States
1727 Us-130, North Brunswick Twp, NJ 08902 • United States
400 Main St, Spotswood, NJ 08884 • United States
916 Fischer Blvd, Toms River, NJ 08753 • United States
761 Route 33 West, East Windsor, NJ 08520 • United States
101 Barkalow Ave, Freehold, NJ 07728 • United States
5149 Route 9 North, Howell, NJ 07731 • United States
77 Main St, Farmingdale, NJ 07727 • United States
340 Us Highway 9 South, Bayville, NJ 08721 • United States
150 Green Street, Woodbridge, NJ 07095 • United States
77 Main St, Sayreville, NJ 08872 • 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 |
|---|---|---|---|---|
| Pnc Investments | Red Bank | NJ | 03/2012 | 10/2017 |
| Wells Fargo Clearing Services, Llc | Oakhurst | NJ | 10/2017 | 01/2020 |
| Cetera Investment Advisers Llc | Deal | NJ | 01/2020 | 08/2022 |
| Investors Bank | Deal | NJ | 01/2020 | 08/2022 |
| Cetera Investment Services Llc | St. Cloud | MN | 01/2020 | 08/2022 |
| Citizens Securities, Inc. | Deal | NJ | 08/2022 | 10/2023 |
| Lpl Financial Llc | Freehold | NJ | 10/2023 | Present |
1. 02/02/2024 - Flagstar Wealth Services - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 2/2/2024
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 1992-01-29 |
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