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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-15 |
| NJ | RA | APPROVED | 2023-03-22 |
Branch Locations
500 College Rd East Ste 230, Princeton, NJ 08540 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Roxbury High School | Succasunna | NJ | 09/2014 | 09/2018 |
| The College Of New Jersey | Ewing | NJ | 09/2018 | 06/2022 |
| Complete Player Baseball Facility | Flanders | NJ | 10/2015 | 03/2018 |
| Roxbury Bagel And Deli | Succasunna | NJ | 09/2016 | 05/2018 |
| Roxbury Summer Camp | Succasunna | NJ | 06/2018 | 06/2020 |
| Bottle King | Succasunna | NJ | 12/2019 | 02/2020 |
| La Gratella | Ledgewood | NJ | 06/2020 | 02/2021 |
| Pelican Shops | Morris Plains | NJ | 05/2021 | 07/2021 |
| Lpl Financial Llc | Sparta | NJ | 06/2022 | Present |
| Newedge Advisors, Llc. | New Orleans | LA | 03/2025 | Present |
1) 12/12/2022 - Elite Retirement Consulants LLC / DBA for LPL Business (entity for LPL business) / Invest Related / 170 Hour per month / 100 Time Spent percent / 0 Hours during trading / Sparta, New Jersey 2) 04/02/2025 - Alcove Private Wealth LLC - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:03/31/2025 - 160 Hrs/Mth - 160 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-17 |
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