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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-12-12 |
| NJ | RA | APPROVED | 2024-12-09 |
Branch Locations
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 |
|---|---|---|---|---|
| American Portfolios Financial Services, Inc. | Shrewsbury | NJ | 07/2003 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | 12/2024 |
| Lpl Financial | Shrewbury | NJ | 12/2024 | Present |
12/09/24 - Notary - Investment Related - Brick, NJ - OBA Start Date 12/03/2019 - Hours per month 1 - Time Spent 1
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-03-20 |
| S63 | Uniform Securities Agent State Law Examination | 1993-10-22 |
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