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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2021-11-12 |
Branch Locations
248 Columbia Tpke Ste 317, Florham Park, NJ 07932 • 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 |
|---|---|---|---|---|
| Rbc Capital Markets, Llc | Florham Park | NJ | 09/2014 | 11/2021 |
| Lpl Financial, Llc | Florham Park | NJ | 11/2021 | Present |
1) 10/2021 - DBA for LPL Business (entity for LPL business) - Coastal Integrity Wealth Advisors - Investment Related - 100% - Florham Park, NJ 07932 2) 10/2021 - DBA for LPL Business (entity for LPL business) - Gladstone Wealth Partners - Investment Related - 100% - Florham Park, NJ 07932
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 1984-05-03 |
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