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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-07-02 |
| NJ | RA | APPROVED | 2024-07-02 |
| TX | RA | APPROVED | 2024-07-01 |
Branch Locations
Palm Coast, FL • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
145 Wyckoff Rd Ste 202B, Eatontown, NJ 07724 • United States
145 Wyckoff Road, Suite 101, Eatontown, NJ 07724 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth, Inc. | Long Branch | NJ | 11/2006 | 07/2024 |
| Investment Advisors Asset Managemnet, Llc | Palm Coast | OR | 06/2017 | 06/2020 |
| Lpl Financial Llc | Eatontown | NJ | 07/2024 | Present |
1) 05/28/2024 - Non-Variable Insurance - Selling: Term Life, Fixed Annuities, Long Term Care/Edison Risk and TruChoice - FL 32137 - Investment related - 2 Hours per month - Start date: 01/01/2007. 2) 05/28/2024 - Investment Advisors Financial Group. LLC - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 130 Hours per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 1994-04-26 |
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