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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-08-11 |
| TX | RA | APPROVED | 2022-08-11 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
15 Commerce Blvd Ste 303, Succasunna, NJ 07876 • United States
15 Commerce Blvd Ste 303, Succasunna, NJ 07876 • 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Florham Park | NJ | 07/2012 | 08/2022 |
| Lpl Financial | Succasunna | NJ | 08/2022 | Present |
1- 08/2022 - Wright Wealth Management, LLC / DBA for LPL Business (entity for LPL business) / Investment Related / 160 HR MNTH & 8 HR During Trading / Succasunna, NJ 2- 05/31/2024 - Inv Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started: 5/29/2024 - 10 Hrs/Mo During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 1979-12-06 |
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