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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-03 |
| NJ | RA | APPROVED | 2025-11-03 |
| TX | RA | APPROVED_RES | 2024-07-25 |
Branch Locations
28 Leroy Pl, Red Bank, NJ 07701 • United States
3300 Pga Blvd, Ste 990, Palm Beach Gardens, FL 33410 • United States
Jupiter, FL • United States
2424 Route 34, Manasquan, NJ 08736 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Manasquan | NJ | 05/2016 | 07/2024 |
| Lpl Financial Llc | Manasquan | NJ | 07/2024 | Present |
1.07/24/2024; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Harbor Lights Financial Group; Investment Related; at Reported Business Location(s); Start Date 07/05/2024; 160hrs/mth; 8hrs during trading 2.07/24/2024; Harbor Lights Property Management LLC; Real Estate Rental; Investment Related; 2424 Highway 34 Manasquan,New; Start Date 07/05/2024; 2hrs/mth; 0hrs during trading 3.07/24/2024; Tendler Consulting Group, Inc.; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 07/05/2024; 1hrs/mth; 0hrs during trading 4.07/16/2025; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Harbor Lights Private Wealth Management; Investment Related; at Reported Business Location(s); Start Date 07/14/2025; 5hrs/mth; 1hrs during trading 5.09/02/2025; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Lighthouse Private Wealth; Investment Related; at Reported Business Location(s); Start Date 08/27/2025; 60hrs/mth; 60hrs during trading 6.09/23/2025; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Lighthouse Private Wealth; Investment Related; at Reported Business Location(s); Start Date 09/15/2025; 25hrs/mth; 10hrs during trading 7.05/28/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Lighthouse Private Wealth LLC; Investment Related; at Reported Business Location(s); Start Date 05/26/2026; 20hrs/mth; 15hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-13 |
| S63 | Uniform Securities Agent State Law Examination | 1986-02-17 |
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