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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-02-17 |
| TX | RA | APPROVED_RES | 2026-01-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman Sachs | New York | NY | 04/2016 | 06/2019 |
| Jp Morgan Securities, Llc | Edgewater | NJ | 10/2019 | 06/2021 |
| Jp Morgan Chase Bank, N.A. | Edgewater | NJ | 10/2019 | 06/2021 |
| Unemployed | Little Falls | NJ | 07/2019 | 09/2019 |
| First Republic Securities Company, Llc | New York | NY | 06/2021 | 05/2023 |
| First Republic Investment Management, Inc. | New York | NY | 06/2021 | 05/2023 |
| Ubs Financial Services Inc | New York | NY | 05/2023 | 06/2025 |
| Lpl Financial | Paramus | NJ | 01/2026 | Present |
| Wealth Navigator | Paramus | NJ | 01/2026 | Present |
| Unemployed | Little Falls Township | NJ | 06/2025 | 01/2026 |
1. 1/2026 - Society 8807 llc - Artist/ Musician - Investment Related - 2 Hour(s)/Month - 0 Hour(s) During Trading - Little Falls NJ 07424 - OBA Start Date: 08/08/2007 2. 04/07/2026 - Wealth Navigators - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/02/2026 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 2012-07-13 |
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