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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-13 |
| NJ | RA | APPROVED | 2025-03-06 |
Branch Locations
1009 Lenox Drive Suite 116, Lawrence Township, NJ 08648 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | New York | NY | 06/2015 | 12/2018 |
| Commonwealth Financial Network | Waltham | MA | 01/2019 | 01/2021 |
| Kbk Wealth Management, Llc | New York | NY | 01/2019 | 01/2021 |
| The Investment Center Inc | Bedminster | NJ | 01/2021 | 03/2025 |
| Ic Advisory Services Inc | Bedminster | NJ | 01/2021 | 03/2025 |
| Lpl Financial Llc | Lawrence Township | NJ | 03/2025 | Present |
1) 2026-05-01 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Foundation Asset Management - DBA for LPL Business (entity for LPL business) - Y - 170 - 130 - at reported business location(s) - 2026-04-15 - Financial Advisor - DBA Foundation Asset Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-06 |
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