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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2018-11-07 |
Branch Locations
1700 Ave Of The States Ste 502, Lakewood, NJ 08701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Lakewood | NJ | 04/2017 | 11/2018 |
| Mml Investors Services | Saddle Brook | NJ | 05/2017 | 11/2018 |
| Beth Medrash Govoha | Lakewood | NJ | 05/2012 | Present |
| Crawford Lake Capital | Lakewood | NJ | 07/2016 | 10/2016 |
| Lpl Financial Llc | Lakewood | NJ | 11/2018 | Present |
1. 02/06/2024 - Yungreis Private Wealth LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 06/09/2020 - 160 Hours Per Month/20 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-03-28 |
| S65 | Uniform Investment Adviser Law Examination | 2016-08-18 |
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