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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-02-04 |
| TX | RA | APPROVED_RES | 2025-02-03 |
Branch Locations
135 Us Highway 202/206 Suite 3, Bedminster, NJ 07921 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Securities Llc | Hopewell | NJ | 01/2016 | 01/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Flemington | NJ | 01/2019 | 01/2025 |
| Bank Of America, N.A. | Flemington | NJ | 04/2019 | 01/2025 |
| Lpl Enterprise | Basking Ridge | NJ | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-16 |
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