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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2021-01-25 |
| TX | RA | APPROVED | 2021-01-20 |
Branch Locations
6 Mill Ridge Lane, Ste. 101, Chester, NJ 07930 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Minnesota Life Insurance Co | St. Paul | MN | 09/2010 | 01/2021 |
| Securian Financial Services | St. Paul | MN | 09/2010 | 01/2021 |
| Allied Wealth Partners | Parsippany | NJ | 06/2014 | 01/2021 |
| Lpl Financial, Llc | Sparta | NJ | 01/2021 | Present |
1) 01/2021 - DBA for LPL Business (entity for LPL business) - CKW Wealth Management, LLC - Investment Related - Sparta, NJ 07871 2) 4/6/2021 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date: 1/2021 - 30 Hours Per Month/1 Hours During Securities Trading - Selling Term Life, Long Term Care, and fixed annuities. 3) 11/13/2024 - PlanWealth Financial Group - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 11/01/2024 - 160 Hours Per Month/ 8 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-12-22 |
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