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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2016-03-28 |
Branch Locations
1704 Maxwell Dr Ste 110, Wall Township, NJ 07719 • United States
Sea Girt, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Morristown | NJ | 12/2001 | Present |
| Ibex Wealth Advisors, Llc | Lebanon | NJ | 01/2014 | 02/2017 |
1. 4/14/2003: No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Selling life and disability insurance. 2. 5/20/2016: LPL Insurance Associates - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 01/01/2016 - 10 Hours Per Month/5 Hours During Securities Trading - LPL Insurance Associates; Crump; LTCi; not splitting commisions with anyone. 3. 9/16/2018 - Cavan Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 09/04/2018 - 160 Hours Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-04-05 |
| S63 | Uniform Securities Agent State Law Examination | 1996-11-08 |
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