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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-03-31 |
Branch Locations
461 From Rd Ste 385 3Rd Floor, Paramus, NJ 07652 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Wyckoff | NJ | 12/2015 | 03/2026 |
| Jpmorgan Chase Bank, Na. | Wyckoff | NJ | 12/2015 | 03/2026 |
| Mahwah Fire Department | Mahwah | NJ | 01/2016 | Present |
| Lpl Financial | Paramus | NJ | 03/2026 | Present |
1. 03/2026 - Mahwah Fire Department - Outside/W-2 Employment - Not Inv Related - 10 Hour(s)/Month - 0 Hour(s) During Trading - Mahwah, NJ, 07430 - OBA Start Date: 01/01/2018 2. 03/2026 - Wealth Management Group LLC - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 3/31/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-30 |
| S65 | Uniform Investment Adviser Law Examination | 2008-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 2008-03-31 |
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