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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-03-17 |
| TX | RA | APPROVED | 2025-03-17 |
Branch Locations
960 Holmdel Rd. Bldg 2 Fl 1, Holmdel, NJ 07733 • 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 |
|---|---|---|---|---|
| Buckman And Reid | Red Bank | NJ | 10/2003 | 12/2021 |
| Lpl Financial Llc | Holmdel | NJ | 12/2021 | Present |
| Private Portfolio Partners | Holmdel | NJ | 12/2021 | 03/2025 |
1. 12/16/2021 - PRIVATE PORTFOLIO PARTNERS LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 12/01/2021 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Private Portfolio Partners, an independent investment advisor firm. I started this business activity in 12/2021. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 2. 01/17/2023 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Insurance Agent - Start Date - 08/01/2022 - 5 Hours Per Month/2 Hours During Securities Trading 3. 06/27/2023 - Archway Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 05/01/2023 - 160 Hours Per Month/ 6 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-03-22 |
| S63 | Uniform Securities Agent State Law Examination | 1994-09-07 |
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