Best Investors Account Sign in
Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2023-07-25
  • NJ RA
    APPROVED
    Since 2023-07-25

Branch Locations

Somers Point, NJ • United States

Sewell, NJ • 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
Metropolitan Life Insurance Company Springfield PA 06/1992 03/2017
Metlife Securities Inc. Springfield PA 06/1992 03/2017
Massachusetts Mutual Life Insurance Company Springfield MA 07/2016 07/2023
Mml Investors Services, Llc Marlton NJ 03/2017 07/2023
Lpl Financial Llc Sewell NJ 07/2023 Present
  • 06/1992 → 03/2017
    Metropolitan Life Insurance Company
    Springfield, PA
  • 06/1992 → 03/2017
    Metlife Securities Inc.
    Springfield, PA
  • 07/2016 → 07/2023
    Massachusetts Mutual Life Insurance Company
    Springfield, MA
  • 03/2017 → 07/2023
    Marlton, NJ
  • 07/2023 → Present
    Sewell, NJ
Previous Registrations
  • 2017-03-25 → 2023-07-31
    Marlton, NJ
  • 2007-09-18 → 2017-03-25
    Msi Financial Services, Inc.
    Plymouth Meeting, PA
    Pitman, NJ
    Springfield, PA
    Springfield, PA
    Plymouth Meeting, PA
    Sewell, NJ
    Springfield, PA
    Marlton, NJ
    Sewell, NJ
Other Businesses

1) 06/02/2023 - Non-Variable Insurance - Selling: Term life, UL, whole life, health insurance, medicare advantage & supplemental, part D coverage - NJ 08080 - Investment related - 10% time spent - Start date: 07/24/2023. 2) 06/02/2023 - Real Estate Rental - owner - NJ 08080 - Investment related - 4 Hours per month - Start date: 05/01/2020. 3) 06/02/2023 - 843SkippyLLC - Business Entity For Tax/Investment Purposes Only - owner - 4 Hours per month - Start date: 05/01/2020.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1992-10-26
  • S63 Uniform Securities Agent State Law Examination
    1992-10-26
Designations

View on SEC IAPD

More in Somers Point, NJ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor