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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-03-17 |
Branch Locations
960 Holmdel Rd. Bldg 2 Fl 1, Holmdel, NJ 07733 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Holmdel | NJ | 03/2014 | Present |
| Private Portfolio Partners, Llc | Holmdel | NJ | 04/2016 | 03/2025 |
1. 2/10/2015: Insight Private Advisors, LLC - DBA: Archway Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 01/05/2015 - 160 Hours Per Month/8 Hours During Securities Trading - Provide financial plans and advice for fixed fee. 2. 4/23/2018 - Archway Wealth Management - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 10/27/2015 - 5 Hours Per Month/1 Hour During Securities Trading. 3. 4/2/2020 - Archway Advisor Services LLC - Not Investment Related - At Reported Business Location(s) - Other-Provides administrative and office service - Started 03/09/2020 - 5 Hours Per Month/1 Hour During Securities Trading. 4. 9/16/2020 - LTCI Partners LLC - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 09/01/2020 - 3 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-04-14 |
| S63 | Uniform Securities Agent State Law Examination | 1988-11-29 |
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