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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-10-01 |
Branch Locations
112 Haddontowne Court Suite 102, Cherry Hill, NJ 08034 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
112 Haddontowne Court, Suite 102, Cherry Hill, NJ 08034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Cherry Hill | NJ | 06/2004 | 02/2017 |
| Commonwealth Financial Network | Waltham | MA | 02/2017 | 09/2024 |
| Retirement Refined, Llc | Cherry Hill | NJ | 02/2017 | Present |
| Lpl Financial | Cherry Hill | NJ | 09/2024 | Present |
1 - 08/23/2024 - A & L Realty, LLC - Real Estate Rental - Inv Related - OBA Start Date: 06/01/2007. 2 - 08/23/2024 - Retirement Refined, LLC - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 8 Hours During Trading - At reported business location(s). 3 - 08/23/2024 - Retirement Refined - Non-Variable Insurance - Inv Related - 5 Hours/Month - NJ 08034 - OBA Start Date: 08/16/2024. 4 - 08/23/2024 - Levin Aromando Financial Group - Business Entity For Tax/Investment Purposes Only - Not Inv Related - NJ 08034 - OBA Start Date: 06/01/2007.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-08-27 |
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