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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2020-09-03 |
| TX | RA | APPROVED | 2020-09-03 |
Branch Locations
1967 State Route 34 Bldg C, Suite 101, Wall Township, NJ 07719 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Lawrenceville | NJ | 04/2014 | 09/2020 |
| Lpl Financial, Llc | Wall Township | NJ | 09/2020 | Present |
1. 9/3/2020 - Intellectual Capital Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 12/28/2020 - IJK CFP LLC - Not Investment Related - Home Based - Business Entity For Tax/ Investment Purposes Only - Started 09/01/2020 - 1 Hour Per Month/0 Hours During Securities Trading. 3. 1/25/2021 - ICGnext - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 09/04/2020 - 240 Hours Per Month During Securities Trading. 4. 2/1/2021 - NJ LTC - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 01/15/2021 - 5 Hours Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-06-07 |
| S63 | Uniform Securities Agent State Law Examination | 1996-02-14 |
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