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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2020-07-28 |
| TX | RA | APPROVED | 2020-07-27 |
Branch Locations
73 Mountainview Blvd, Basking Ridge, NJ 07920 • United States
346 George St, New Brunswick, NJ 08901-2011 • United States
2190 Route 27, Edison, NJ 08817 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Affinity Fcu | Basking Ridge | NJ | 02/2015 | Present |
| Invest Financial Corp | Tampa | FL | 05/2017 | 02/2018 |
| Lpl Financial Llc | Basking Ridge | NJ | 02/2018 | Present |
1. 02/14/2018 - Affinity Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-24 |
| S63 | Uniform Securities Agent State Law Examination | 2018-01-16 |
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