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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-11-14 |
Branch Locations
135 Us Highway 202/206 Suite 3, Bedminster, NJ 07921 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Adp Broker-Dealer, Inc. | Florham Park | NJ | 11/2010 | 07/2021 |
| Adp Inc. | Florham Park | NJ | 11/2010 | 06/2020 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 07/2021 | 11/2022 |
| Pruco Securities Llc | Basking Ridge | NJ | 01/2024 | 11/2024 |
| Freedom For Living | Easton | PA | 11/2022 | 01/2024 |
| The Prudential Insurance Company Of America | Basking Ridge | NJ | 02/2024 | Present |
| Lpl Enterprise, Llc | Basking Ridge | NJ | 11/2024 | Present |
1) 09/03/2024- Westbridge Community Church- Non-profit volunteer (not on board)- Childcare associate- Not INV Related- Basking Ridge, NJ- Start Date 07/06/2024- 8hrs/mth- 0hrs during trading 2) 09/03/2024- BWNice- Non-Profit Board Member- Membership Director - Talk with prospective members about joining- INV Related- Basking, NJ- Start Date 02/01/2023- 3hrs/mth- 3hrs during trading 3) 08/28/2024- CGM Risk Management and Insurance Services- Property and Casualty- Renewal Commissions for P&C business placed prior- INV Related- Basking, NJ- Start Date- 03/04/2022- 0hrs/mth- 0hrs during trading 4) 12/11/2025-Anne Blaine-Group Health Agent-Non-Variable Insurance-Inv Related-At Basking Ridge, NJ-Start date 12/05/2025-2hrs/mth-1hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 2007-10-25 |
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