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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-01-31 |
| NJ | RA | APPROVED | 2020-01-13 |
| TX | RA | APPROVED | 2020-01-09 |
Branch Locations
188 E Bergen Pl Ste 204, Red Bank, NJ 07701 • United States
Southport, NC • United States
Hazlet, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial, Inc | Red Bank | NJ | 10/2005 | 01/2020 |
| Triton Financial Planning Group Inc. | Red Bank | NJ | 09/2015 | Present |
| Lpl Financial | Red Bank | NJ | 01/2020 | Present |
1)01/2020 - 204 RED BANK NJ Business (entity for LPL business) - TRITON FINANCIAL PLANNING GROUP - 100% - INVESTMENT RELATED - RED BANK, NJ 07701 2)10/2015 - Tax Prep/Accounting/CPA - TAX PLANNING SERVICES - 2HRS/MO DURING TRADING - INVESTMENT RELATED - RED BANK, NJ 07701 3)01/2019 - Non-Variable Insurance - JAMES FREISEN - 100% - INVESTMENT RELATED - RED BANK, NJ 07701
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 2001-02-20 |
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