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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-07-01 |
| TX | RA | APPROVED_RES | 2024-07-01 |
Branch Locations
145 Wyckoff Rd Ste 202B, Eatontown, NJ 07724 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Royal Alliance Associates | Ocean | NJ | 11/2006 | 07/2024 |
| Lpl Financial Llc | Eatontown | NJ | 07/2024 | Present |
1) 05/23/2024 - MWM FINANCIAL LLC - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 2) 10/30/2024 - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 07/01/2024 - 2 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 1995-09-06 |
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