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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-03-06 |
Branch Locations
1055 Parsippany Blvd Ste 215 Suite 215, Parsippany, NJ 07054 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Planned Strategies, Inc | Parsippany | NJ | 06/1984 | Present |
| The Investment Center, Inc. | Parsippany | NJ | 10/1998 | 03/2025 |
| Ic Advisory Services, Inc. | Parsippany | NJ | 06/2006 | 03/2025 |
| Lpl Financial Llc | Parsippany | NJ | 03/2025 | Present |
1. 03/06/2025- Victor T. DeLorenzo Insurance LLC- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 03/01/2004- 120 Hours Per Month- 120 Hours During Trading 2. 03/06/2025- Planned Strategies, Inc.-Non-Variable Insurance- Non Variable Insurance- INV Related- At Reported Business Location(s)- Start date 12/10/2024- 40 Hours Per Month- 40 Hours During Trading 3. 03/06/2025- Victor T. DeLorenzo Insurance, LLC- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 12/10/2024- 120 Hours Per Month- 120 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-01-12 |
| S63 | Uniform Securities Agent State Law Examination | 1995-04-06 |
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