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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-09-18 |
| NJ | RA | APPROVED | 2023-09-15 |
Branch Locations
1000 Atrium Way, Suite 401, Mt. Laurel, NJ 08054 • United States
Williamstown, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Voorhees | NJ | 10/2013 | 09/2023 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 09/2023 |
| Lpl Financial Llc | Mt Laurel | NJ | 09/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | 09/2023 |
1) 09/15/2023 - Capri Wealth Management - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - Start Date:9/15/2023 - 160 Hours per month. 2) 03/04/2025- Momentum Wealth Partners- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 02/28/2025 - 0 Hrs/Mth - 0 Hrs During Trading. 3) 09/08/2025 - Momentum Insurance Services - Investment Related - Non-Variable Insurance - At Reported Business Location(s)- Start date:09/04/2025 - 10 Hrs/Mth - 10 Hrs During Trading. 4) 11/26/2025 - Crump Insurance - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 01/01/2025 - 4 hours per month/ 1 hour during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 1994-02-22 |
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