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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2004-03-02 |
Branch Locations
23 Vreeland Road Suite 204, Florham Park, NJ 07932 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.) | Livingston | NJ | 03/2004 | Present |
(1) 2/18/2010: DIVERSIFIED INVESTMENT STRATEGIES; At reported business location(s); DBA for LPL Business (entity for LPL business). (2) 2/18/2010: No business name; At reported business location(s); Non-Variable Insurance; SELLING LIFE AND HEALTH INSURANCE.; TIME SPENT 10%. (3) 09/13/2024 - Gladstone Wealth Partners - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 08/12/2024 - 15 Hours Per Month/ 2 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-07-15 |
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