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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-03-30 |
| NJ | RA | APPROVED | 2025-03-27 |
Branch Locations
461 From Rd Ste 385 3Rd Floor, Paramus, NJ 07652 • United States
37 Saw Mill River Rd Suite 102, Hawthorne, NY 10532 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Paramus | NJ | 05/2013 | Present |
| Private Portfolio Partners, Llc | Paramus | NJ | 12/2015 | 03/2025 |
1. 11/27/2015 - L. Ross Wealth Management, LLC - INV REL - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - 160 HOURS PER MONTH DURING TRADING - Start Date 05/31/2013 2. 05/13/2020 - Caruso Financial Group LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 02/04/2020 - 32 Hours Per Month/2 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-12 |
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