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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-04-21 |
| TX | RA | APPROVED | 2022-04-19 |
Branch Locations
65 Mechanic St, Ste. 107, Red Bank, NJ 07701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Bank | Sewell | NJ | 09/2016 | 03/2017 |
| Pnc Investments | Pittsburgh | PA | 09/2016 | 03/2017 |
| Wells Fargo Bank, Na | Tuckerton | NJ | 04/2017 | 10/2018 |
| Wells Fargo Clearing Services, Llc | Tuckerton | NJ | 04/2017 | 10/2018 |
| Morgan Stanley | Northfield | NJ | 11/2018 | 04/2022 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 11/2018 | 04/2022 |
| Lpl Financial Llc | Red Bank | NH | 04/2022 | Present |
1) 4/2022- Rivers Edge Wealth Partners- DBA for LPL Business (entity for LPL business)- inv. related- Red Bank, NJ
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-06-26 |
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