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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-07-15 |
| TX | RA | APPROVED_RES | 2025-07-14 |
Branch Locations
2 Clerico Lane, Suite 211, Hillsborough, NJ 08844 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Short Hills | NJ | 11/2015 | 12/2019 |
| Bank Of America, N.A. | Short Hills | NJ | 01/2016 | 12/2019 |
| National Securities Corp | Hillsborough | NJ | 01/2020 | 07/2022 |
| National Asset Management | Hillsborough | NJ | 01/2020 | 07/2022 |
| B. Riley Wealth Management | Hillsborough | NJ | 07/2022 | 07/2025 |
| Lpl Financial Llc | Hillsborough | NJ | 07/2025 | Present |
1. 06/2025 - Sullivan Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hour/Month - 8 Hour During Trading - At Reported business location(s) - OBA Start Date: 7/14/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-07-06 |
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