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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-10-07 |
| NJ | RA | APPROVED | 2019-07-12 |
| TX | RA | APPROVED_RES | 2019-07-11 |
Branch Locations
601 21St St Ste 300, Vero Beach, FL 32960 • United States
10 Broad St., Suite 202, Red Bank, NJ 07701 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 10/2011 | 07/2019 |
| Jaeger Wealth Management | Rumson | NJ | 10/2011 | Present |
| Lpl Financial | Rumson | NJ | 07/2019 | Present |
7/12/2019 - DBA for LPL Business (entity for LPL business) - JAEGER WEALTH MANAGEMENT (LLC) - Investment Relatedated - 95% - Rumson, NJ
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-02 |
| S65 | Uniform Investment Adviser Law Examination | 1993-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 1993-06-15 |
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