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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-07-24 |
| NJ | RA | APPROVED | 2020-10-08 |
Branch Locations
308 Harper Dr. Ste 101, Moorestown, NJ 08057 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legg Mason Investor Services Llc | Philadelphia | PA | 06/2016 | 03/2018 |
| Brandywine Global | Philadelphia | PA | 06/2016 | 03/2018 |
| Mml Investors Services, Llc | Moorestown | NJ | 04/2018 | 09/2020 |
| Lpl Financial Llc | Moorestown | NJ | 09/2020 | Present |
1)08/11/2020 - R4 Risk and Wealth Solutions - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 09/2020 2)08/11/2020 - R4 - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 09/2020 3)08/11/2020 - Risk & Wealth Solutions - Business Entity For Tax/Investment Purposes Only - inv rel - at reported business location(s) - start: 2016 4)08/11/2020 - R4 Enterprises, LLC - Business Entity For Tax/Investment Purposes Only - inv rel - at reported business location(s) - start: 01/2018
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 2018-05-24 |
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