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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-07-29 |
Branch Locations
135 Us Highway 202/206 Suite 3, Bedminster, NJ 07921 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 05/2018 | 01/2019 |
| Uber Inc. | San Francisco | CA | 05/2016 | 02/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Florham Park | NJ | 09/2019 | 04/2024 |
| Unemployed | West Orange | NJ | 02/2019 | 09/2019 |
| Bank Of America, N.A. | Florham Park | NJ | 10/2019 | 04/2024 |
| Lpl Enterprise, Llc | Basking Ridge | NJ | 07/2025 | Present |
| Lyft Inc | San Francisco | CA | 06/2024 | Present |
1. 07/21/2025 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - INV REL - Watchung, NJ - Start Date 07/17/2025 - 160 HRS/MO | 160 HRS/MO DURING TRADING 2. 07/21/2025 - MARCEL AKENDE N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - INV REL - Watchung, NJ - Start Date 07/17/2025 - 160 HRS/MO | 160 HRS/MO DURING TRADING 3. 07/21/2025 - Lyft Inc - Rideshare - NOT INV REL - San Francisco, CA - Start Date 06/15/2024 - 240 HRS/MO | 100 HRS/MO DURING TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-13 |
| S63 | Uniform Securities Agent State Law Examination | 2013-04-15 |
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