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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-05-18 |
| TX | RA | APPROVED_RES | 2026-05-15 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
Phillipsburg, NJ • United States
Phillipsburg, NJ • 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 |
|---|---|---|---|---|
| American Portfolios Financial Services, Inc | Flemington | NJ | 12/2003 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | 05/2026 |
| Lpl Financial | Phillipsburg | NJ | 05/2026 | Present |
1. 05/2026 - Crump Ins. - Non-Variable Insurance - Inv Related - 2 Hour(s)/Month - 2 Hour(s) During Trading - Harrisburg, PA, 17110 - OBA Start Date: 12/01/2003
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-08-14 |
| S63 | Uniform Securities Agent State Law Examination | 1996-12-03 |
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