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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-07-10 |
| NJ | RA | APPROVED | 2024-10-15 |
Branch Locations
305 Fellowship Rd., Ste 105, Mount Laurel, NJ 08054 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial | Mount Laurel | NJ | 10/2010 | 12/2018 |
| Envestnet Inc. | Berwyn | PA | 12/2018 | 01/2021 |
| Lpl Financial, Llc | Mount Laurel | NJ | 02/2021 | Present |
1. 02/22/2021 - PEAK WEALTH PARTNERS/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 0%/ MOUNT LAUREL, NJ 2. 06/10/2022 - Gladstone Wealth Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 02/22/2021 - 5 Hours Per Month/ 5 Hours During Securities Trading. 3. 06/03/2024 - GPS Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 04/08/2024 - 10 Hours per Month/ 1 Hour During Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-01-03 |
| S66 | Uniform Combined State Law Examination | 2007-09-14 |
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