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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-03-26 |
| AZ | RA | APPROVED | 2025-03-06 |
| CA | RA | APPROVED | 2025-03-06 |
| CO | RA | APPROVED | 2025-03-06 |
| CT | RA | APPROVED | 2025-03-06 |
| DE | RA | APPROVED | 2025-03-06 |
| FL | RA | APPROVED | 2025-03-06 |
| IN | RA | APPROVED | 2025-03-06 |
| ME | RA | APPROVED | 2025-03-06 |
| MI | RA | APPROVED | 2025-03-06 |
| NJ | RA | APPROVED | 2025-03-06 |
| NY | RA | APPROVED | 2025-03-06 |
| NC | RA | APPROVED | 2025-03-06 |
| PA | RA | APPROVED | 2025-03-06 |
| SC | RA | APPROVED | 2025-03-06 |
| VA | RA | APPROVED | 2025-03-06 |
Branch Locations
44 South 21St Street Suite B, Kenilworth, NJ 07033 • United States
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 |
|---|---|---|---|---|
| The Investment Center | Kenilworth | NJ | 02/2004 | 03/2025 |
| Ic Advisory Services, Inc. | Kenilworth | NJ | 06/2006 | 03/2025 |
| Lpl Financial Llc | Kenilworth | NJ | 03/2025 | Present |
1- 03/06/2025 - GF college financial aid - Business Owner - Not Investment Related - At Reported Business Location(s) - Start Date 06/16/2014 - 5 hours per month/ 0 hours during trading 2- 03/06/2025 - Orange Ave Assoc. - Real Estate Rental - Co-Owner - Investment Related - At Reported Business Location(s) - Start Date 06/15/2016 - 20 hours per month/ 0 hours during trading 3- 03/06/2025 - Garretson Financial - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 02/02/2004 - 160 hours per month/ 120 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-09-13 |
| S63 | Uniform Securities Agent State Law Examination | 1984-01-13 |
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