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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2019-01-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 1St Global Advisors, Inc. | Sparta | NJ | 10/2009 | 12/2018 |
| 1St Global Capital Corp. | Sparta | NJ | 10/2009 | 12/2018 |
| Caristia, Kulsar & Wade, Llc | Sparta | NJ | 01/1977 | Present |
| Lpl Financial Llc | Sparta | NJ | 01/2019 | Present |
1)1/3/19- CKW Wealth Advisors, LLC- DBA for LPL Business (entity for LPL business)- Inv. Related- Sparta, NJ- 100% 2)1/3/19- CARISTIA, KULSAR & WADE, LLC- CPA Affiliate Program- Managing Member- Inv. Related- Sparta, NJ- start date 1/1/1977-160hrs/mth -95% 3) 9/10/2020 - CKW Wealth Management, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 08/03/2020 - 160 Hours Per Month/130 Hours During Securities Trading. 4) 01/03/2025 - PlanWealth Financial Group - Investment Related - DBA for LPL Business (entity for LPL business) - Chester, New Jersey - Start Date:01/01/2025 .
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-21 |
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