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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2020-02-18 |
| TX | RA | APPROVED | 2020-02-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Royal Alliance | Colts Neck | NJ | 06/2015 | 02/2020 |
| Lpl Financial, Llc | Holmdel | NJ | 02/2020 | Present |
(1) 3/12/2021 - Coda Logistics and Distribution - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 7/31/2020 - 0 Hours Per Month/0 Hours During Securities Trading (2) 02/02/2026 - Walnut Beach Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/27/2026 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-10-21 |
| S63 | Uniform Securities Agent State Law Examination | 1993-02-16 |
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