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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-09 |
| NJ | RA | APPROVED | 2023-04-14 |
Branch Locations
315 Route 206, Hillsborough, NJ 08844 • United States
2190 Route 27, Edison, NJ 08817 • United States
73 Mountainview Blvd, Basking Ridge, NJ 07920 • United States
331 Newman Springs Rd Bldg 2 Ste 233, Red Bank, NJ 07701 • United States
138 Franklin Corner Rd, Lawrence Township, NJ 08648 • 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 |
|---|---|---|---|---|
| Santander Bank, Na | Boston | MA | 03/2016 | 01/2022 |
| Santander Securities, Llc | Dorchester | MA | 03/2016 | 01/2022 |
| Raymond James Financial Services, Inc. | Morristown | NJ | 02/2022 | 04/2023 |
| Raymond James Financial Services Advisors, Inc. | Morristown | NJ | 02/2022 | 04/2023 |
| Lakeland Financial Services | Fair Haven | NJ | 01/2022 | 04/2023 |
| Lakeland Bank | Fair Haven | NJ | 01/2022 | 04/2023 |
| Lpl Financial | Basking Ridge | NJ | 04/2023 | Present |
| Affinity Federal Credit Union | Basking Ridge | NJ | 04/2023 | Present |
1) 4/14/2023: Affinity Investment Services; At reported business location(s); DBA for LPL Business (entity for LPL business); Inv. Related. 2) 10/12/2023: Lyft Inc; Basking Ridge, NJ; Other - Lyft Driver; Not inv. related; start date 10/20/2023; 16hrs/mo.; 0hrs during trading. 3) 10/12/2023: Uber Technologies; Basking Ridge, NJ; Other - Uber driver; Not inv. related; start date 10/20/2023; 16hrs/mo.; 0hrs during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 1993-08-11 |
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