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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2019-01-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Caristia, Kulsar & Wade Llc | Sparta | NJ | 10/1991 | Present |
| 1St Global Capital Corp | Sparta | NJ | 09/2009 | 01/2019 |
| 1St Global Advisors, Inc. | Sparta | NJ | 09/2009 | 01/2019 |
| 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 - 40hrs/mth - 255 2)1/3/19- CARISTIA, KULSAR & WADE LLC- CPA Affiliate Program- inv. Related- Sparta, NJ- start dat 10/15/1991- 150hrs/mth- 73% 3)1/3/19- WHITE BIRCH PROPERTIES, LLC- Real Estate Rental- member- Inv. Related- Sparta, NJ- 5hrs/mth - 2% 4) 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. 5) 01/03/2025 - PlanWealth Financial Group - Investment Related - DBA for LPL Business (entity for LPL business) - Chester NJ - Start Date:01/01/2025 .
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-30 |
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