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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-07-01 |
| NC | RA | APPROVED | 2024-07-01 |
| TX | RA | APPROVED_RES | 2024-07-01 |
Branch Locations
145 Wyckoff Rd Ste 202B, Eatontown, NJ 07724 • United States
145 Wyckoff Road Suite 101, Eatontown, NJ 07724 • United States
1055 Lpl Way, Fort Mill, SC 29715 • 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 |
|---|---|---|---|---|
| Investment Advisors Asset Management, Llc | West Long Branch | NJ | 05/2003 | 06/2020 |
| Royal Alliance Associates, Inc. | West Long Branch | NJ | 11/2006 | 07/2024 |
| Lpl Financial Llc | Eatontown | NJ | 07/2024 | Present |
1. 07/01/2024 - INVESTMENT ADVISORS FINANCIAL GROUP - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 12/1/2006 - 120 Hrs/Mo; 30 Hrs During Trading. 2. 07/01/2024 - Inv Related - At Reported Business Location(s) - Non-Variable Insurance - Started: 12/1/2006 - 4 Hrs/Mo; 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-06-06 |
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