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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2019-01-08 |
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 |
|---|---|---|---|---|
| Caristia Kulsar Wade Llc | Sparta | NJ | 01/2003 | Present |
| 1St Global Capital Corp | Sparta | NJ | 07/2014 | 01/2019 |
| 1St Global Advisors, Inc | Sparta | NJ | 07/2014 | 01/2019 |
| Lpl Financial Llc | Chester | NJ | 01/2019 | Present |
1)1/7/19- CKW Wealth Advisors, LLC- DBA for LPL Business (entity for LPL business)- Inv. Related- Chester, NJ- Start date 11/1/2014- 5% 2)1/7/19- Caristia, Kulsar & Wade LLC- CPA Affiliate Program- Tax, tax planning and preparation- Inv. Related- Chester, NJ - start date 1/1/2003- 0% 3) 9/10/2020 - CKW Wealth Management, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 08/03/2020 - 160 Hours Per Month/130 Hours During Securities Trading. 4) 12/17/2024 - Cami Financial Group - Investment Related - DBA for LPL Business (entity for LPL business) - Sparta, NJ - Start Date: 01/01/2025 - 0 Hours Per Month - 0 Hours During Trading. 5) 12/17/2024 - PlanWealth Financial Group - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date: 01/01/2025 - Hours Per Month - 0 Hours During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-12 |
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