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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-04-27 |
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 |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Paramus | NJ | 02/2013 | 04/2026 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 04/2026 |
| Fidelity Investments | Boston | MA | 03/2025 | 04/2026 |
| Lpl Financial | Paramus | NJ | 04/2026 | Present |
1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name Clearwealth Advisors - Inv Rel - At Reported Business Location (s) - Start Date : 04/2026 2. 04/2026 - 15Magee LLC - Real Estate Rental - Inv Related - 2 Hour(s)/Month - 0 Hour(s) During Trading - Lavallette NJ 08735 - OBA Start Date: 12/01/2025 3. 04/2026 - The Fortis Agency - Non-Variable Insurance - Inv Related - 10 Hour(s)/Month - 10 Hour(s) During Trading - Holmdel NJ 07733 - OBA Start Date: 04/28/2026
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 2011-07-15 |
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