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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-06 |
| CT | RA | APPROVED | 2025-03-06 |
| FL | RA | APPROVED | 2025-03-06 |
| IL | RA | APPROVED | 2025-03-06 |
| NV | RA | APPROVED | 2025-03-06 |
| NJ | RA | APPROVED | 2025-03-06 |
| NY | RA | APPROVED | 2025-03-06 |
| NC | RA | APPROVED | 2025-03-06 |
| SC | RA | APPROVED | 2025-03-06 |
| TX | RA | APPROVED_RES | 2025-03-06 |
| VT | RA | APPROVED | 2025-03-06 |
| VA | RA | APPROVED | 2025-03-06 |
| WA | RA | APPROVED | 2025-03-06 |
| WI | RA | APPROVED | 2025-03-06 |
Branch Locations
350 Main Road Suite 204, Montville, NJ 07045 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Investment Center Inc | Montville | NJ | 06/2016 | 03/2025 |
| Ic Advisory Services Inc | Montville | NJ | 06/2016 | 03/2025 |
| Lpl Financial Llc | Montville | NJ | 03/2025 | Present |
1. 03/06/2025 - Montville Financial Group, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 06/15/2016 - 160 hours per month/ 25 hours during trading 2. 03/06/2025 - Rotary Club of Park Ridge, NJ - Not Investment Related - Non-Profit Board Member -None - Start Date:10/27/2016 - 12 Hrs/Mth - 4 Hrs During Trading. 3. 03/06/2025- Antokal & Associates LLC- Business Entity For Tax/Investment Purposes Only- INV Related- At Reported Business Location(s)- Start date 10/27/2013- 1 Hour Per Month- 1 Hour During Trading 4. 03/06/2025-Daniel J. Antokal (Self Employed)- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 06/16/2016- 15 Hours Per Month- 1 Hour During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-06-07 |
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