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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2025-03-06 |
| FL | RA | APPROVED | 2025-03-06 |
| NJ | RA | APPROVED | 2025-03-06 |
| NY | RA | APPROVED | 2025-03-06 |
| NC | RA | APPROVED | 2025-03-06 |
Branch Locations
350 Main Road Suite 204, Montville, NJ 07045 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Matawan | NJ | 05/2009 | 09/2023 |
| The Investment Center, Inc. | Montville | NJ | 09/2023 | 03/2025 |
| Ic Advisory Services, Inc. | Montville | NJ | 09/2023 | 03/2025 |
| Lpl Financial Llc | Montville | NJ | 03/2025 | Present |
1. 03/06/2025-Montville Financial Group- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 09/18/2023- 160 Hours Per Month- 160 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-08-14 |
| S63 | Uniform Securities Agent State Law Examination | 1992-04-22 |
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