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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-01-28 |
| NJ | RA | APPROVED | 2004-04-12 |
Branch Locations
130 N Woodbury Road, Pitman, NJ 08071 • United States
Pittman, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.) | Pitman | NJ | 01/2004 | Present |
1. 12/20/2006 - DBA for LPL Business (entity for LPL business) - Main Street Investment Group - PITMAN, NJ. - inv Rel 2. 4/17/2008 - Non-Variable Insurance DBA - Main Street Investment Group - DBA FOR CONDUCTING LPL AND FIXED INSURANCE BUSINESS. - TIME SPENT 95% - PITMAN, NJ. 3. 4/9/2018 - Evolution Financial Group - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 02/12/2018 - 5 Hours Per Month/1 Hour During Securities Trading. 4. 09/09/2019 - Jackson National Life - Investment related - At reported business location(s) - Non-Variable Insurance - start date:08/20/2019 - 1 hr/mo - 1 hr during trading. 5. 09/23/2025 - Gentry Partners - Non-Variable Insurance - Investment related - At reported business location(s) - Non-Variable Insurance - start date:09/16/2025 - 3 hr/mo - 1 hr during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-04-08 |
| S63 | Uniform Securities Agent State Law Examination | 1995-11-02 |
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