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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-07-10 |
Branch Locations
6 N. Union Avenue Suite 1, Cranford, NJ 07016 • 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 |
|---|---|---|---|---|
| Cadaret Grant & Co., Inc. | Cranford | NJ | 10/2022 | 07/2025 |
| Roselle Park Board Of Education | Roselle Park | NJ | 09/2008 | 07/2025 |
| Madison Public Schools | Madison | NJ | 10/2021 | Present |
| West Morris Reg. Schools | Mendham | NJ | 10/2014 | 08/2021 |
| Brian Weingert - Dodger Baseball | Springfield | NJ | 06/2014 | Present |
| Lpl Financial Llc | Cranford | NJ | 07/2025 | Present |
1) 07/10/2025 - KeyBridge Financial / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) - 120 hrs per month 2) 07/10/2025 - Brian Weingart / Coach/ Sports/ Fitness / Non Inv Related / Camp Manager/Supervisor / Springfield NJ 07081 - Start date 06/15/2021 - 32 hrs per month - 32 hrs during trading 3) 07/10/2025 - Madison Public Schools / Coach/ Sports/ Fitness / Non Inv Related / Madison NJ 07940 / Start date 01/01/2021 - 40 hrs per month - 20 hrs during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-30 |
| S63 | Uniform Securities Agent State Law Examination | 2022-12-29 |
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