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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2020-09-08 |
| TX | RA | APPROVED | 2020-09-08 |
Branch Locations
65 Mechanic St, Ste. 107, Red Bank, NJ 07701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Oakhurst | NJ | 10/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Oakhurst | NJ | 11/2016 | 09/2020 |
| Lpl Financial Llc | Red Bank | NJ | 09/2020 | Present |
1)9/8/2020- Rivers Edge Wealth Partners- DBA for LPL Business (entity for LPL business)- Inv. Related- Red Bank, NJ-start date 9/2020- 100%.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-05-31 |
| S63 | Uniform Securities Agent State Law Examination | 2006-07-27 |
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