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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2021-12-03 |
| TX | RA | APPROVED_RES | 2021-12-01 |
Branch Locations
92 E. Main St., Suite 205, Somerville, NJ 08876 • 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 |
|---|---|---|---|---|
| Gwn Securities Inc | Palm Beach Gardens | FL | 11/2014 | 08/2017 |
| Triad Advisors, Inc. | Norcross | GA | 08/2017 | 11/2021 |
| Lpl Financial Llc | Somerville | NJ | 11/2021 | Present |
1) 11/2021- Financial Resources- DBA for LPL Business (entity for LPL business)- inv. related- Somerville, NJ 2) 11/2021- BOOK OF BROKERS- Non-Variable Insurance- Agent selling Term and Universal Life, LTC - inv. related- Somerville, NJ - 2hrs/mth 3) 11/2021- Gladstone Wealth Partners- DBA for LPL Business (entity for LPL business)- inv. related- Somerville, NJ 4) 2/7/2023 - Ash / CRUMP - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Producer / Broker / Service Agent / Agent of Record - Start Date - 10/01/2022 - 2 Hours Per Month/1 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-07-22 |
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