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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2021-01-19 |
Branch Locations
305 Fellowship Rd., Ste 105, Mount Laurel, NJ 08054 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Philadelphia | PA | 03/2011 | 01/2021 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 01/2021 |
| Lpl Financial, Llc | Mount Laurel | NJ | 01/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 08/2015 | 09/2022 |
1/2021 - DBA (for LPL business) - Gladstone Wealth Partners - Investment Related - 100% - Mount Laurel, NJ 08054
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-03-21 |
| S63 | Uniform Securities Agent State Law Examination | 1991-09-23 |
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