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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-12-06 |
| NJ | RA | APPROVED | 2023-11-03 |
| TX | RA | APPROVED_RES | 2023-11-03 |
Branch Locations
461 From Rd, 3Rd Fl, Ste 386, Paramus, NJ 07652 • United States
Manhasset, NY • 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 |
|---|---|---|---|---|
| Minnesota Life Insurance Co | St. Paul | MN | 05/2005 | 08/2023 |
| Securian Financial Services, Inc | St. Paul | MN | 05/2005 | 08/2023 |
| Allied Wealth Partners | Parsippany | NJ | 06/2014 | 11/2023 |
| Cetera Advisor Networks Llc | Parsippany | NJ | 08/2023 | 11/2023 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | 11/2023 |
| Lpl Financial, Llc | Paramus | NJ | 11/2023 | Present |
1. 07/01/2024 - Non-Variable Insurance - Agent/ Advisor - Investment Related - At Reported Business Location(s) - Start Date 06/10/2024 - 2 Hours Per Month/ 1 Hour During Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-05-24 |
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