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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-01-28 |
| NY | RA | APPROVED | 2023-08-14 |
Branch Locations
1001 Clinton St Apt 5A, Hoboken, NJ 07030 • United States
265 86Th St, Brooklyn, NY 11209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lcj Associates | Brooklyn | NY | 10/2016 | 11/2020 |
| The College Of New Jersey | Staten Island | NY | 08/2016 | 08/2020 |
| Kpmg | Short Hills | NJ | 06/2019 | 08/2019 |
| Kpmg | Short Hills | NJ | 12/2020 | 08/2021 |
| Cerity Partners | New York City | NY | 08/2021 | 12/2021 |
| Lpl Financial Llc | Brooklyn | NY | 12/2021 | Present |
1) 10/24/2022 - LCJ associates - DBA for LPL Business (entity for LPL business) - INV REL - AT REPORTED BUSINESS LOCATION(S) 2) 04/18/2024 - No Business Name - Inv Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 4/16/2024 - 2 Hrs/Mo; 1 Hr During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-11 |
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