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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-01-07 |
| TX | RA | APPROVED | 2025-01-06 |
Branch Locations
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 |
|---|---|---|---|---|
| Morgan Stanley & Co. Incorporated | Short Hills | NJ | 01/2009 | 04/2018 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 04/2018 |
| Raymond James Financial Services,Inc | Morristown | NJ | 04/2018 | 01/2025 |
| Morristown Wealth Management | Morristown | NJ | 04/2018 | Present |
| Lpl Financial Llc | Morristown | NJ | 01/2025 | Present |
10/22/24 - Morristown Wealth Management - DBA for LPL Business - Investment Related - Morristown, NJ 07960 - OBA Start date 04/19/2018 - Hours per month 160 - Time spent 100
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-05-28 |
| S63 | Uniform Securities Agent State Law Examination | 1995-08-18 |
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