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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-05-20 |
Branch Locations
1055 Lpl Way, Fort Mill, SC 29715 • United States
Egg Harbor Township, NJ • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Red Bank | NJ | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Red Bank | NJ | 11/2016 | 04/2023 |
| Transamerica Investors Securities Corporation | Egg Harbor Township | NJ | 03/2024 | 05/2024 |
| Transamerica Life Insurance Company | Egg Harbor Township | NJ | 03/2024 | 05/2024 |
| Unemployed | Egg Harbor Township | NJ | 04/2023 | 03/2024 |
| Lpl Financial Llc | Fort Mill | SC | 05/2024 | Present |
1) 05/17/2024 - Real Estate Rental - Co-OWNER- INVT RELATED - ATLANTIC CITY, NJ -Start date- 4/2008 - 1.2/HRS PER MONTHS,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-10 |
| S63 | Uniform Securities Agent State Law Examination | 1999-11-10 |
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