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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-12-24 |
| NJ | RA | APPROVED | 2020-02-27 |
Branch Locations
6 Mill Ridge Lane, Ste. 101, Chester, NJ 07930 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Minnesota Life Insurancy Company | St Paul | MN | 06/2014 | 02/2020 |
| Securian Financial Services, Inc | St Paul | MN | 03/2015 | 02/2020 |
| Allied Wealth Partners | Clinton | NJ | 03/2015 | 02/2020 |
| Lpl Financial, Llc | Chester | NJ | 02/2020 | Present |
1.02/25/2020; Investment products and services are offered through LPL Financial LLC using the DBA/trade name CKW Wealth Management; Investment Related; at Reported Business Location(s); Start Date 02/20/2020; 200hrs/mth; 8hrs during trading 2.02/25/2020; Sole prop; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 02/20/2020; 28hrs/mth; 1hrs during trading 3.09/10/2020; Investment products and services are offered through LPL Financial LLC using the DBA/trade name CKW Wealth Management, LLC; Investment Related; at Reported Business Location(s); Start Date 08/03/2020; 160hrs/mth; 130hrs during trading 4.09/30/2024; Investment products and services are offered through LPL Financial LLC using the DBA/trade name PlanWealth Financal Group; Investment Related; at Reported Business Location(s); Start Date 01/01/2025; 160hrs/mth; 8hrs during trading 5.08/20/2026; Lamperti Advisory & Benefits, LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 08/17/2026; 2hrs/mth; 2hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-23 |
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