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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-11-13 |
| TX | RA | APPROVED | 2023-11-10 |
Branch Locations
1000 Atrium Way, Suite 401, Mt. Laurel, NJ 08054 • United States
Delran, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Mount Laurel | NJ | 06/2017 | 01/2018 |
| Gannett | Cherry Hill | NJ | 09/2016 | 06/2017 |
| Unemployed | Delran | NJ | 06/2016 | 09/2016 |
| Morgan Stanley | Mount Laurel | NJ | 07/2018 | 12/2018 |
| Unemployed | Mount Laurel | NJ | 01/2018 | 07/2018 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 10/2018 | 11/2023 |
| Morgan Stanley | Mount Laurel | NJ | 10/2019 | 11/2023 |
| Lpl Financial, Llc | Mount Laurel | NJ | 11/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2019 | Present |
1)11/01/2023 - Momentum Wealth Partners - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 11/2023 - 160 Hr/Mth 2)04/16/2024 - Capri Wealth Management - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 4/2/2024 - 160 Hrs/Mo During Trading. 3) 03/05/2025 - Momentum Wealth Partners - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:02/28/2025 - 0 Hrs/Mth - 0 Hrs During Trading. 4) 03/18/2025 - Jett Wealth Advisors - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:03/10/2025 - 160 Hrs/Mth - 6 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-07-22 |
| S65 | Uniform Investment Adviser Law Examination | 2019-07-11 |
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