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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-09-30 |
Branch Locations
2 Industrial Way W Ste 202A, Eatontown, NJ 07724 • 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 |
|---|---|---|---|---|
| Santander Bank, Na | Toms River | NJ | 08/2008 | 09/2022 |
| Santander Securities, Llc | Guaynabo | PR | 09/2012 | 09/2022 |
| Lpl Financial Llc | Eatontown | NJ | 09/2022 | Present |
1)09/23/2022 - Gladstone Wealth Partners - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 09/2022 2)09/23/2022 - Real Estate Rental - Owner - Long Branch, NJ - Inv Rel - Start: 09/2005 3) 11/17/2022 - Next Level Financial LLC - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - member/manager - Start Date - 10/20/2022 - 0 Hours Per Month/0 Hours During Securities Trading 4) 05/01/2023 - The Claddagh House - Investment Related - South Bend, IN - Real Estate Rental - Start Date 05/15/2023 - 2 Hours Per Month/0 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 1993-10-27 |
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