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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-03 |
| DE | RA | APPROVED | 2018-02-14 |
| NJ | RA | APPROVED | 2018-02-14 |
| PA | RA | APPROVED | 2018-02-14 |
Branch Locations
1098 Mount Kemble Ave, Morristown, NJ 07960 • United States
913 Kinderkamack Rd, River Edge, NJ 07661 • United States
73 Mountainview Blvd, Basking Ridge, NJ 07920 • United States
1153 Bloomfield, Clifton, NJ 07012 • United States
25 Pocono Road, Denville, NJ 07834 • United States
275 Us 202 - 31, Flemington, NJ 08822 • United States
35 S Liberty Dr 9W, Stony Point, NY 10980 • United States
35 Bardonia Rd, Bardonia, NY 10954 • United States
400 W Blackwell St, Dover, NJ 07801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Affinity Federal Credit Union | Basking Ridge | NJ | 04/2016 | Present |
| Invest Financial Corp. | Tampa | FL | 04/2016 | Present |
| Lpl Financial Llc | Oradell | NJ | 02/2018 | Present |
1. 02/14/2018 - Affinity Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 1994-07-28 |
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