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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-03-06 |
Branch Locations
198 Tamarack Circle Montgomery Knoll Office Park, Skillman, NJ 08558 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Investment Center, Inc | Skillman | NJ | 09/2005 | 03/2025 |
| Ic Advisory Services, Inc. | Skillman | NJ | 06/2006 | 03/2025 |
| Lpl Financial Llc | Skillman | NJ | 03/2025 | Present |
1. 03/06/2025- Montgomery Basketball Association- Non-Profit Board Member- Not INV Related- At Skillman, NJ- Start date 06/01/2020- 4 Hours Per Month 2. 03/06/2025- QAS Benefits LLC- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 10/01/2018- 160 Hours Per Month- 160 Hours During Trading 3. 03/06/2025- Quillen Advisory Services- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 10/01/2005- 160 Hours Per Month- 160 Hours During Trading 4. 03/06/2025- Insurance Sales- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 10/01/2006- 40 Hours Per Month- 40 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-09-16 |
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