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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-09-23 |
| TX | RA | APPROVED | 2024-09-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Morristown | NJ | 05/2016 | 09/2024 |
| Morristown Wealth Management | Morristown | NJ | 11/2016 | Present |
| Raymond James Financial Services Advisors Inc. | Morristown | NJ | 05/2016 | 09/2024 |
| Lpl Financial Llc | Morristown | NJ | 09/2024 | Present |
1 - 08/09/2024 - Morristown Wealth Management - DBA for LPL Business (entity for LPL business) - Not Inv Related - 160 Hours/Month - 8 Hours During Trading - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-07-24 |
| S63 | Uniform Securities Agent State Law Examination | 2011-04-06 |
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