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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-08-14 |
| NJ | RA | APPROVED | 2006-08-18 |
Branch Locations
325 Columbia Turnpike Ste 310, Florham Park, NJ 07932 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Chatham | NJ | 08/2006 | Present |
| Heritage Investment Partners, Llp | Chatham | NJ | 01/2008 | Present |
(1) 07/03/2006 - NON-VARIABLE INSURANCE - INV REL - SALES OF LTC UNIVERSAL AND TERM LIFE INSURANCE, AND FIXED ANNUITIES. - 5% OF TIME SPENT - CHATHAM, NJ (2) 11/13/2007 - HERITAGE INVESTMENT PARTNERS, LLP - INV REL - AT REPORTED LOCATION - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-09-13 |
| S63 | Uniform Securities Agent State Law Examination | 1995-08-16 |
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