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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-05-02 |
| TX | RA | APPROVED_RES | 2024-05-01 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
51 Haddonfield Road Suite 260, Cherry Hill, NJ 08002 • United States
51 Haddonfield Rd Ste 260, Cherry Hill, NJ 08002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Cherry Hill | NJ | 06/1998 | 05/2024 |
| Lincoln Financial Advisors Corp. | Cherry Hill | NJ | 09/1999 | 05/2024 |
| Lpl Financial Llc | Cherry Hill | NJ | 05/2024 | Present |
1) 03/2024 - Resource Group LLC - Business Entity For Tax/Investment Purposes Only - Non-inv. Related - Cherry Hill, NJ - Co-owner - Start Date 04/01/2009 - 8hrs/month - 2% time spent 2) 03/2024 - WealthPilot Financial - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - 160hrs/month - 100% time spent 3) 03/2024 - Phillip Stern Agent - Non-Variable Insurance - Inv. Related - Cherry Hill, NJ - Agent Selling Insurance- Start Date 05/01/2024 - 2hrs/month - 1% time spent
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-06-11 |
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