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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-12-08 |
| NJ | RA | APPROVED | 2023-12-07 |
Branch Locations
795 Franklin Ave, Bldg C, Franklin Lakes, NJ 07417 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Financial Specialists Llc | Schaumburg | IL | 10/2005 | 12/2023 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 10/2005 | 12/2023 |
| Paul Gabbianelli & Associates | Rochelle Park | NJ | 01/1981 | 12/2023 |
| Lpl Financial Llc | Franklin Lakes | NJ | 12/2023 | Present |
1) 11/2023 - PIDGE, 9, LLC / Other / Inv. Related / Mortgage services / Wayne, NJ / Start date 08/20/2007 - 1 Hrs per month - 1 % Time Spent 2) 11/2023 - Paul L Gabbianelli & Associate / Tax Prep/Accounting/CPA / Inv. Related / franklin Lakes, NJ / Start date 01/03/1983 3) 11/2023 - Gabbianelli Wealth Management / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s)160 Hrs per month / 100% Time Spent 4) 11/2023 - Paul Gabbianelli & Associates / Business Owner / Owner / Start date 11/15/2023 - 2 Hrs per month - 5% Time Spent 5) 11/2023 - Mortgage Services / Mortgage/Real Estate Services / Mortgage services; 2) NMLS # 236239 / Inv. related / Wayne, NJ / Start date 09/01/1994 - 5Hrs per month -2% Time Spent 6) 11/2023 - Gladstone Wealth Partners / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s)160 Hrs per month / 100% Time Spent 7) 11/2023 - JBPG Properties LLP / Real Estate Rental / Business Entity for Real Estate Investments / Not Inv, Related / 08050, NJ (Multiple Properties) / Start date 09/11/2015 - 1 Hrs per month - 1% Time Spent 8) 11/2023 - Montana Realty, LLC / Real Estate Rental / Business Entity for real estate investment / Not Inv. Related / North Bergen, NJ / Start date 01/01/2018 - 1% Time Spent 9) 11/2023 - CRF Services, LLC / Mortgage/Real Estate Services / Inactive business entity / Not Inv. Related / Wayne NJ / Start date 01/01/2003 - 1% Time Spent 10) 12/11/2024 - Shea property LLC - Rep's Business - Not Investment Related - At Reported Business Location(s) - Start Date 06/27/2024 - 2 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 1994-05-10 |
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