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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-04-28 |
| TX | RA | APPROVED_RES | 2022-04-28 |
Branch Locations
1390 Us Highway 22 Ste 107, Lebanon, NJ 08833-2217 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self | Lebanon | NJ | 11/1979 | 04/2022 |
| National Planning Corporation | Somerville | NJ | 07/1999 | 10/2017 |
| Securities America Inc. | Lebanon | NJ | 10/2017 | 04/2022 |
| Securities America Advisors | Lebanon | NJ | 10/2017 | 04/2022 |
| Lpl Financial | Lebanon | NJ | 03/2022 | 03/2022 |
| Lpl Financial | Lebanon | NJ | 04/2022 | Present |
1) 4/2022 - DBA for LPL Business (entity for LPL business) - U.S. Advisory, LLC - Investment Related - Lebanon, NJ 08833 2) 4/2022 - DBA for LPL Business (entity for LPL business) - Bedrock Retirement Services, LLC - Investment Related - Lebanon, NJ 08833
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 1984-07-31 |
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