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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-04-21 |
| TX | RA | APPROVED | 2022-04-19 |
Branch Locations
65 Mechanic St, Ste. 107, Red Bank, NJ 07701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Red Bank | NJ | 08/2011 | 04/2022 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 04/2022 |
| Lpl Financial Llc | Red Bank | NJ | 04/2022 | Present |
1- 04/2022 / DBA for LPL Business (entity for LPL business) / RIVERS EDGE WEALTH PARTNERS / Investment Related / 160 HR Mnth & 8 HR During Trading / At Reported Business Location(s) 2- 10/28/2025 - Damascus Road Advisory Services - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Home Based - Start Date 11/03/2025 - 0 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-06-05 |
| S63 | Uniform Securities Agent State Law Examination | 2006-04-10 |
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