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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-02-02 |
Branch Locations
3322 Route 22 Ste 1003 Bldg 10, Branchburg, NJ 08876 • United States
3461 Us Highway 22 Bldg. 5, Suite E3, Branchburg, NJ 08876 • 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 Company | St. Paul | MN | 06/2004 | 08/2023 |
| Securian Financial Services Inc | St. Paul | MN | 06/2004 | 08/2023 |
| Cetera Advisor Networks Llc | Clinton | NJ | 08/2023 | 02/2024 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | 02/2024 |
| Lpl Financial Llc | Clinton | NJ | 02/2024 | Present |
1) 01/11/2024 - Newroads Financial Group - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 100% time spent. 2) 01/11/2024 - Newroads Financial Group - Non-Variable Insurance - Selling: Life Insurance, Disability Insurance, Long Term Care Insurance and Fixed annuities./Crump - NJ 08809 - 4 Hours per month - Start date: 01/25/2024. 3) 11/20/2024 - Lifetime Financial Planning - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/01/2025 - 160 Hours Per Month/ 130 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-08-04 |
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