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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-04-16 |
| TX | RA | APPROVED | 2025-04-14 |
Branch Locations
271 Route 46 West Suite B201, Fairfield, NJ 07004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Medicines Company | Parsippany | NJ | 05/2017 | 08/2017 |
| Koster Capital | Roseland | NJ | 05/2017 | 08/2017 |
| Marist College | Poughkeepsie | NY | 09/2014 | 05/2018 |
| Axa Advisors, Llc. | New York | NY | 04/2018 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 04/2018 | 07/2020 |
| American Portfolios Financial Services, Inc. | Holbrook | NY | 07/2020 | 10/2024 |
| American Portfolios Advisors, Inc | Holbrook | NY | 07/2020 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | 04/2025 |
| Lpl Financial Llc | Fairfield | NJ | 04/2025 | Present |
1- 02/2025 - Northern Advisory Group / DBA for LPL Business / Inv Related / Fairfield NJ 07004 / Start date 04/07/2025 - 200 Hrs per month - 100% Time Spent 2- 04/14/2025 - Insurance Sales - Investment Related- Non-Variable Insurance - At Reported Business Location(s) - Start Date: 04/07/2025 - 5 Hrs/Mth - 1 Hrs During Trading. 3- 01/27/2026 - Northern Advisory Insights - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/06/2026 - 20 hours per month/ 0 hours during trading 4- 04/29/2026 - CoreTemp Solutions - Business Owner - Not Investment Related - Mountain Lakes, NJ - Start Date 04/20/2026 - 12 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-31 |
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