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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-10-01 |
| TX | RA | APPROVED | 2024-09-30 |
Branch Locations
112 Haddontowne Court Suite 102, Cherry Hill, NJ 08034 • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Cherry Hill | NJ | 06/2004 | 02/2017 |
| Commonwealth Financial Network | Waltham | MA | 02/2017 | 09/2024 |
| Lpl Financial | Cherry Hill | NJ | 09/2024 | Present |
1 - 08/26/2024 - Retirement Refined, LLC - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 8 Hours During Trading - At reported business location(s). 2 - 07/31/2024 - A&C Realty, LLC - Real Estate Rental - Inv Related - NJ 08034 - OBA Start Date: 03/01/2017. 4 - 07/31/2024 - Paul Levin - Non-Variable Insurance - Inv Related - 2 Hours/Month - NJ 08054 - OBA Start Date: 06/01/2017. 5 - 07/31/2024 - Levin Aromando Financial Group, LLC - Business Entity For Tax/Investment Purposes Only - Not Inv Related - NJ 08034 - OBA Start Date: 06/01/2004. 6 - 07/31/2024 - Paul Levin - Notary - Inv Related - 1 Hours/Month - NJ 08054 - OBA Start Date: 07/18/2019. 7 - 08/23/2024 - Retirement Refined, LLC - Business Entity For Tax/Investment Purposes Only - Not Inv Related - NJ 08034 - OBA Start Date: 08/01/2016.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-05-14 |
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