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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-09-19 |
| TX | RA | APPROVED | 2024-09-19 |
Branch Locations
3240 E State St, Completeness Check, NJ 08619 • United States
Monmouth Junction, NJ • United States
4420 Rt 27, Suite A., Kingston, NJ 08528 • United States
116 Village Blvd, Ste 200, Princeton, NJ 08540 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nks Group Llc | Monmouth Junction | NJ | 12/2016 | Present |
| Mastercard | Westchester | NY | 06/2013 | 12/2016 |
| Kestra Investment Services Llc | Hicksville | NY | 06/2018 | 03/2019 |
| Mml Investors Services | Warren | NJ | 04/2019 | 03/2020 |
| Massmutual | Warren | NJ | 03/2019 | 03/2020 |
| Ny Life Securities Llc | Edison | NJ | 09/2016 | 01/2017 |
| Kestra Advisory Services Llc | Hicksville | NY | 09/2018 | 03/2019 |
| Kestra Investment Services, Llc | Monmouth Junction | NJ | 03/2020 | 09/2024 |
| Kestra Advisory Services, Llc | Monmouth Junction | NJ | 03/2020 | 09/2024 |
| Lpl Financial, Llc | Trenton | NJ | 09/2024 | Present |
1. 09/19/2024 - Evergreen Wealth- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s)- Start Date 09/12/2024 2. 09/19/2024 - 7th Street Holding LLC- Real Estate Rental- NJ 08852- Inv Rel- 1 Hrs Per Mnth- 1 Hrs During Trading- Start Date 12/12/2019 3. 09/19/2024 - NKS Group LLC- Business Entity For Tax/Investment Purposes Only- Non Inv Rel- Start Date 09/12/2024 4. 10/28/2024 - Evergreen Insurance - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 10/07/2024 - 40 Hours Per Month/ During Trading 5) 03/05/2025 -Momentum Wealth Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date:02/28/2025 - 0 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-21 |
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