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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-10-17 |
Branch Locations
220 Davidson Ave 2Nd Flr 200X, Somerset, NJ 08873 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Summt | NJ | 09/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Summt | NJ | 11/2016 | 10/2024 |
| Lpl Financial Llc | Somerset | NJ | 10/2024 | Present |
1- 08/2004 / Gladstone Wealth Partners / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 8 hrs during trading / At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-10-13 |
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