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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-11-03 |
Branch Locations
48 S Franklin Trnpke Ste 301, Ramsey, NJ 07446 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hackensack Golf Club | Oradell | NJ | 04/2014 | Present |
| Marks Paneth | Westchester | NY | 06/2019 | 08/2019 |
| Fairfield University | Fairfield | CT | 09/2016 | 12/2021 |
| Lpl Financial | Ramsey | NJ | 02/2022 | Present |
1-02/2022 / Cutler Financial Services, LLC / DBA for LPL Business (entity for LPL business / Investment Related / Ramsey, NJ 2- 10/11/2024 - Cutler Wealth Planning - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 10/14/2024 - 160 Hours Per Month/ 8 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-28 |
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