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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-05-19 |
Branch Locations
135 Us Highway 202/206 Suite 3, Bedminster, NJ 07921 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Enterprise, Llc | Basking Ridge | NJ | 05/2026 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | West Orange | NJ | 06/2022 | 06/2024 |
| I4 Strategies | New York | NY | 01/2020 | 11/2021 |
| Wework | New York | NY | 06/2018 | 11/2019 |
| Nexq Group Llc | Elmhurst | NY | 01/2014 | 01/2019 |
| Unemployed | Elizabeth | NJ | 12/2021 | 05/2022 |
| Red Lobster | Miami | FL | 12/2016 | 04/2017 |
| Bank Of America, N.A. | West Orange | NJ | 08/2022 | 06/2024 |
| Edward Jones | St. Louis | MO | 06/2024 | 06/2025 |
| Unemployed | Elizabeth | NJ | 11/2019 | 01/2020 |
| T.D Bank N.A | Scotch Plains | NJ | 06/2025 | 05/2026 |
| Td Private Client Wealth Llc | Scotch Plains | NJ | 06/2025 | 05/2026 |
1. 5/14/2026 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - INV REL - Elizabeth NJ - OBA Start date: 04/23/2026 - 160 Hour(s)/Month – 160 Hour(s) During Trading 2. 5/14/2026 - JOSHUA VALLEJOS, N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - INV REL - Elizabeth FL - OBA Start Date: 04/23/2026 - 160 Hour(s)/Month – 160 Hour(s) During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-26 |
| S65 | Uniform Investment Adviser Law Examination | 2022-03-29 |
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