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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2021-09-14 |
| TX | RA | APPROVED | 2021-09-13 |
Branch Locations
2915 Ridgeway Rd Suite B, Manchester, NJ 08759 • 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 | Manchester | NJ | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Manchester | NJ | 11/2016 | 08/2021 |
| Lpl Financial Llc | Manchester | NJ | 09/2021 | Present |
1) 09/09/2021 - Real Estate Rental - Owner- Inv. Related - Houston, TX - start date 2014 2) 9/09/2021 - Shoreline Wealth Management - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) Start date: 2021 3) 02/22/2024 - Shoreline Insurance Solutions - Insurance Agency - Inv Related - At Reported Business Location(s) - President - Started: 2/12/2024 - 10 Hrs/Mo; 1 Hr During Trading 4) 06/25/2025 - Lighthouse Medicare Solutions - Insurance Agency - At Reported Business Location(s) - Investment Related - Start Date:09/05/2023 - 10 Hrs/Mth - 2 Hrs During Trading 5) 04/02/2026 - Institute of Senior Benefits - Business Owner - Investment Related - Manchester, NJ - Start Date 04/01/2026 - 4 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 1994-12-16 |
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