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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-11-14 |
| PA | RA | APPROVED | 2024-11-14 |
Branch Locations
11 Sunflower Avenue Suite 2000, Paramus, NJ 07652 • United States
Byram Twp, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Landmark Financial | Newton | NJ | 01/2002 | 09/2021 |
| Quest Capital Strategies, Inc. | Lake Forest | CA | 01/2009 | 12/2019 |
| Sa Stone Wealth Management | Andover | NJ | 12/2019 | 09/2021 |
| Sa Stone Investment Advisory | Andover | NJ | 12/2019 | 09/2021 |
| Prudential Insurance Company Of America | Paramus | NJ | 09/2021 | Present |
| Pruco Securities, Llc. | Paramus | NJ | 09/2021 | 11/2024 |
| Lpl Enterprise, Llc | Byram Twp | NJ | 11/2024 | Present |
1) 03/26/2025- Andover Regional Board of Education - Long Pond School- Outside/W-2 Employment- Part time duties as substitute custodian. Cleaning school after school hours.- not inv. related- at Newton, NJ- start date 04/01/2025- 24hrs/mnth-0hrs during trading 2) 04/10/2025- New Jersey State Interscholastic Athletic Association- Coach/ Sports/ Fitness- Officiating high school track and field meets- not inv. related- at Robbinsville, NJ- start date 04/07/2025- 10hrs/mnth-0hrs during trading 3) 02/05/2026-Milepoint Financial Services-Financial Advisor-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 02/09/2026-160hrs/mth-160hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-05-25 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-04 |
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