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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2021-11-30 |
| TX | RA | APPROVED | 2021-11-29 |
Branch Locations
92 E. Main St., Suite 205, Somerville, NJ 08876 • United States
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 |
|---|---|---|---|---|
| Gwn Securities | Palm Beach Gardens | FL | 11/2014 | 08/2017 |
| Triad Advisors, Inc. | Norcross | GA | 08/2017 | 11/2021 |
| Lpl Financial Llc | Somerville | NJ | 11/2021 | Present |
1) 11/2021- Financial Resources- DBA for LPL Business (entity for LPL business)- inv. related- Somerville, NJ 2) 11/2021- BOOK OF BROKERS- Non-Variable Insurance- Agent selling Term and Universal Life - inv. related- Somerville, NJ - 2hrs/mth 3) 11/2021- Gladstone Wealth Partners- DBA for LPL Business (entity for LPL business)- inv. related- Somerville, NJ
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 1996-09-03 |
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