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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
500 College Rd East Ste 230, Princeton, NJ 08540 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ingeniorx | Morristown | NJ | 09/2020 | 12/2021 |
| Innroad | New York | NJ | 01/2020 | 04/2020 |
| Telefund | Santa Barbara | CA | 09/2017 | 01/2019 |
| The Fund For The Public Interest-California | Santa Barbara | CA | 06/2017 | 09/2017 |
| The Fund For The Public Interest-New Jersey | New Brunswick | NJ | 06/2016 | 09/2016 |
| Full Time Student | Kendall Park | NJ | 01/2012 | 09/2019 |
| Unemployed | Kendall Park | NJ | 09/2019 | 01/2020 |
| Unemployed | Kendall Park | NJ | 04/2020 | 09/2020 |
| Ubs Financial Services Inc. | Weehawken | NJ | 12/2021 | 03/2025 |
| Lpl Financial Llc | Princeton | NJ | 03/2025 | Present |
1) 03/2025 - Alcove Private Wealth / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-14 |
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