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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-10-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cadaret, Grant & Co., Inc. | Nutley | NJ | 01/2002 | 10/2023 |
| Engler Financial Services | Nutley | NJ | 01/2002 | Present |
| Lpl Financial Llc | Nutley | NJ | 10/2023 | Present |
1) 09/2023 - Engler Tax Services / Tax Prep/Accounting/CPA / Inv, Related / Nutley NJ / Start date 01/01/2013 - 2 Hrs per month - 1 % Time Spent 2) 09/2023 - Engler Financial Services /DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s)170 Hrs per month / 100% Time Spent 3) 09/2023 - Joseph Engler / Notary / Inv Related / Nutley NJ / Start date 11/01/2012 - 1 Hrs per month - 1 % Time Spent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-11-07 |
| S63 | Uniform Securities Agent State Law Examination | 2007-01-22 |
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