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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-07-08 |
| NJ | RA | APPROVED | 2024-04-19 |
Branch Locations
521 Newman Springs Rd Ste 11, Lincroft, NJ 07738 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Red Bank | NJ | 04/2016 | 04/2024 |
| Lpl Financial Llc | Red Bank | NJ | 04/2024 | Present |
1) 04/01/2024 - Krietzberg Wealth Management - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 2) 04/01/2024 - Door Dash {delivery) - Outside/W-2 Employment - Delivery driver - Nj 07450 - Non investment related - 4 Hours per month - Start date: 04/01/2024. 3) 04/01/2024 - FRANCIS HACKETT - Tax Prep/Accounting/CPA - Tax expert - Investment related - Nj 07450 - 5 Hours per month - Start date: 04/01/2024.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-06-29 |
| S65 | Uniform Investment Adviser Law Examination | 2013-06-01 |
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