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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2009-04-06 |
| NJ | RA | APPROVED | 2002-06-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Peter L. Graham Cpa | Middletown | NJ | 01/1970 | Present |
| Lpl Financial Llc | Middletown | NJ | 09/1995 | Present |
(1) 02/25/2008: PETER L. GRAHAM / CPA/BOOKKEEPER/TAX PREPARER / AUDITING, TAXES, FINANCIAL PLANNING (2) 10/09/2008: NO BUSINESS NAME / Non-VARIABLE INSURANCE / Investment Related / At Reported Business Location(s) / 5% OF TIME SPENT / INS TYPE: FIXED ANNUITIES (3) 10/09/2008: NO BUSINESS NAME / Non-VARIABLE INSURANCE / Investment Related / At Reported Business Location(s) / 5% Time Spent / INS TYPE: FIXED ANNUITIES (4) 01/26/2011: NAVESINK WEALTH MANAGEMENT / DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) / Investment Related / At Reported Business Location(s) (5) 07/21/15: NO BUSINESS NAME / NOTARY / Not Investment Related / START 01/01/2005 / 1 Hour During Securities Trading 6) 06/29/2017- MHG Associates-investment related-8-10 Tindall Road Middletown, NJ-Real Estate Rental-Owner with my wife in a rental of a professional office building-start 05/15/1982- Hours per month 10/hours during trading 2
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-10-04 |
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