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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-07-05 |
Branch Locations
325 Columbia Turnpike Ste 310, Florham Park, NJ 07932 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Chatham | NJ | 12/2011 | 04/2018 |
| Heritage Investment Partners, Llp | Chatham | NJ | 02/2012 | 04/2018 |
| Ameriprise Financial Services Inc | Cedar Knolls | NJ | 04/2018 | 07/2023 |
| Lpl Financial, Llc | Chatham | NJ | 07/2023 | Present |
1) 06/2023 - Heritage Investment Partners, LLP - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - 160hrs/month - 100% time spent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 1995-03-30 |
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