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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-03-17
TX RA APPROVED 2025-03-17
  • NJ RA
    APPROVED
    Since 2025-03-17
  • TX RA
    APPROVED
    Since 2025-03-17

Branch Locations

960 Holmdel Rd. Bldg 2 Fl 1, Holmdel, NJ 07733 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 10/2003 → 12/2021
    Buckman And Reid
    Red Bank, NJ
  • 12/2021 → Present
    Holmdel, NJ
  • 12/2021 → 03/2025
    Private Portfolio Partners
    Holmdel, NJ
Previous Registrations
  • 2021-12-06 → 2025-04-08
    Private Portfolio Partners, Llc
    Holmdel, NJ
    Paramus, NJ
  • 2009-03-23 → 2021-12-07
    Little Silver, NJ
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-03-22
S63 Uniform Securities Agent State Law Examination 1994-09-07
  • S66 Uniform Combined State Law Examination
    2009-03-22
  • S63 Uniform Securities Agent State Law Examination
    1994-09-07
Designations
Other Names
  • Sam Omar
  • Said Abouomar
  • Said Abouomar

View on SEC IAPD

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