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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
1 disclosure category 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 |
|---|---|---|---|---|
| Next Finanical Group Inc | Cherry Hill | NJ | 01/2014 | 12/2017 |
| Citizens Securities, Inc. | Langhorne | PA | 12/2017 | 04/2018 |
| Next Financial Group | Florence | NJ | 04/2018 | 07/2025 |
| Next Financial Group, Inc. - Cp | Boca Raton | FL | 06/2025 | 07/2025 |
| Lpl Financial Llc | Boca Raton | FL | 07/2025 | Present |
1- 08/05/2025 - Deena Kobrin - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 07/15/2025 - 40 hours per month/ during trading 2- 08/05/2025 - The Referral Group - Mortgage/Real Estate Services - Referral Agent - Investment Related - Hamilton, NJ - Start Date 06/13/2025 - 2 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-02-14 |
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