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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-29 |
| NJ | RA | APPROVED | 2023-05-25 |
| TX | RA | APPROVED | 2023-05-24 |
Branch Locations
51 Jfk Pkwy First Floor West, Short Hills, NJ 07078 • United States
Clearwater, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley & Co., Incorporated | Short Hills | NJ | 04/2007 | 05/2023 |
| Morgan Stanley Smith Barney | Short Hills | NJ | 06/2009 | 05/2023 |
| Morgan Stanley Private Bank, National Association | New York | NY | 05/2023 | 05/2023 |
| Lpl Financial Llc | New Providence | NJ | 05/2023 | Present |
1)05/2023 - Financial Advocacy Network - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 01/2023 2)05/2023 - Fox Financial Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 01/2023
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-06-21 |
| S63 | Uniform Securities Agent State Law Examination | 1993-02-26 |
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