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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2021-09-14 |
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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Vineland | NJ | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Vineland | NJ | 11/2016 | 09/2021 |
| Lpl Financial Llc | Mount Laurel | NJ | 09/2021 | Present |
1)09/09/2021 - Gladstone Wealth Partners - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 09/2021 - 160 Hr/Mth 2) 05/05/2023 - Peak Wealth Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 04/25/2023 - 40 Hours Per Month/2 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-11-05 |
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