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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-06-03 |
Branch Locations
135 Us Highway 202/206 Suite 3, Bedminster, NJ 07921 • 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 |
|---|---|---|---|---|
| Lpl Enterprise, Llc | Basking Ridge | NJ | 06/2026 | Present |
| Hd Vest Investment Services | Bloomfield | NJ | 01/2016 | 01/2017 |
| Hd Vest Advisory Services | Bloomfield | NJ | 01/2016 | 01/2017 |
| Hd Vest Insurance Agency Inc. | Irving | TX | 01/2016 | 01/2017 |
| Brian Sherman | Bloomfield | NJ | 01/2018 | 11/2021 |
| Citigroup | Long Island City | NY | 01/2017 | 02/2018 |
| Avantax Investment Services, Inc. | Bloomfield | NJ | 02/2018 | 03/2025 |
| Avantax Advisory Services | Bloomfield | NJ | 02/2018 | 03/2025 |
| Avantax Insurance Services, Llc | Bloomfield | NJ | 02/2018 | 03/2025 |
| Jamie Rocks | Jersey City | NJ | 06/2016 | 12/2016 |
| Tapfin | Bloomfiled | NJ | 02/2018 | 07/2022 |
| Brian Sherman | Bloomfield | NJ | 12/2018 | Present |
| Ritter | Bloomfield | NJ | 10/2018 | 11/2021 |
| Clover | Jersey City | NJ | 11/2019 | 07/2022 |
| Lorenzo Cpa Llc | Aventura, Fl 33180 | FL | 07/2022 | 01/2025 |
| Missionsquare Investment Services | Washington | DC | 02/2025 | 04/2026 |
| Missionsquare Retirement | Washington | DC | 02/2025 | 04/2026 |
1. 05/28/2026 - Brian Sherman N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - Bloomfield, NJ – Inv Related – OBA Start Date: 05/01/2026 – 160 Hour(s)/Month – 160 Hour(s) During Trading” 2. 05/28/2026 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - Bloomfield, NJ – Inv Related – OBA Start Date: 05/01/2026 – 160 Hour(s)/Month – 160 Hour(s) During Trading” 3. 05/28/2026 - Sherman and Associates L.L.C. - Tax Prep/Accounting/CPA - Bloomfield, NJ – Not Inv Related – OBA Start Date: 11/02/2010 – 10 Hour(s)/Month – 0 Hour(s) During Trading” 4. 05/28/2026 - None - Real Estate Rental - Bloomfield, NJ – Inv Related – OBA Start Date: 05/22/2003 – 5 Hour(s)/Month – 0 Hour(s) During Trading”
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 1993-10-30 |
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