Neil Kenneth Piper

Current Employers

Employment History

• 08/2003 → 02/2018
  Invest Financial Corporation
  Tampa, FL
• 02/2018 → 11/2021
  Fortis Group Advisors Llc
  Red Bank, NJ
• 02/2018 → Present
  Lpl Financial Llc
  Red Bank, NJ
• 10/2020 → 01/2021
  The Private Client Advisory Group Llc
  Red Bank, NJ
• 12/2009 → Present
  P&D Partnership, Llc
  Red Bank, NJ
• 05/1981 → Present
  Neil K. Piper, Sole Proprietor
  Red Bank, NJ
• 09/2018 → 02/2019
  Lpl Financial Llc
  Red Bank, NJ
• 02/2018 → 07/2018
  Lpl Financial Llc
  Red Bank, NJ
• 08/2003 → Present
  Invest For A Lifetime Llc
  Red Bank, NJ
• 07/2021 → Present
  Invest For A Lifetime, Llc
  Red Bank, NJ

Previous Registrations

• 2018-02-21 → 2021-11-01
  Fortis Group Advisors Llc
  Red Bank, NJ
  Westwood, NJ
• 2021-01-08 → 2021-01-18
  The Private Client Advisory Group, Llc
  Red Bank, NJ
  Manasquan, NJ
• 2003-08-20 → 2018-02-20
  Invest Financial Corporation
  Shrewsbury, NJ
  Old Bridge, NJ
  Ship Bottom, NJ
  Manahawkin, NJ
  Little Egg Twp, NJ
  Tuckerton, NJ
  Wall Township, NJ
  Toms River, NJ
  Freehold, NJ
  Woolwich, NJ
  Red Bank, NJ
  West End, NJ
  Centreville, VA
  Matawan, NJ
  Lanoka Harbor, NJ
  Manalapan, NJ
  Appleton, WI
• 2003-10-23 → 2003-12-20
  Rockdale Financial Services, Inc.
  Red Bank, NJ
• 2002-10-11 → 2002-11-08
  Vestax Securities Corporation
  Ocean, NJ

Other Businesses

1. 02/14/2018 - ZENITH MARKETING - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 02/19/2015 - INSURANCE SALES - Life and fixed annuity. 2. 02/14/2018 - Invest for a Lifetime, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 5/26/2015 - 140 Hours Per Month/120 Hours During Securities Trading - Time Spent 90%. 3. 02/14/2018 - P&D PARTNERSHIP, LLC - Not Investment Related - WESTLONG BRANCH, NJ - Real Estate Rental - PARTNER/OWNER - Start Date 12/31/09. 4. 12/30/2024- Ash Brokerage- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 03/01/2022- 5 Hours Per Month 5. 05/12/2026 - Piper Partners LLC - Real Estate Rental - Investment Related - Hamburg, NJ - Start Date 04/01/2012 - 2 hours per month/ 0 hours during trading 6. 05/20/2026 - (Hybrid) Invest for a Lifetime, LLC / (Hybrid) Lifetime Wealth Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 07/17/2021 - 160 Hours Per Month/ During Securities Trading - I provide investment advisory services through Invest for a Lifetime, LLC, an independent investment advisor firm. I started this business activity in 6/2021. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-09-25
• S63 Uniform Securities Agent State Law Examination
  1984-04-23