Matthew Park

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Educational seminars
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2025-03-06

NJ RA
APPROVED

Since 2025-03-06

Branch Locations

Kendall Park, NJ • United States

1420 Route 206 North Ste 210, Bedminster, NJ 07921 • United States

Disclosures

1 disclosure category 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.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
The Investment Center Inc	Woodbridge	NJ	08/2013	04/2022
Ic Advisory Services Inc	Woodbridge	NJ	05/2017	04/2022
The Investment Center, Inc.	Bedminster	NJ	04/2022	03/2025
Ic Advisory Services, Inc.	Bedminster	NJ	04/2022	03/2025
Lpl Financial Llc	Bedminster	NJ	03/2025	Present

08/2013 → 04/2022

The Investment Center Inc

Woodbridge, NJ
05/2017 → 04/2022

Ic Advisory Services Inc

Woodbridge, NJ
04/2022 → 03/2025

The Investment Center, Inc.

Bedminster, NJ
04/2022 → 03/2025

Ic Advisory Services, Inc.

Bedminster, NJ
03/2025 → Present

Lpl Financial Llc

Bedminster, NJ

Previous Registrations

2017-05-23 → 2025-03-06

Ic Advisory Services, Inc.

Woodbridge, NJ

Bedminster, NJ

Bedminster, NJ

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-05-16

S66 Uniform Combined State Law Examination

2017-05-16

Other Names

Matthew Park
Metthew Park

View on SEC IAPD