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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-01-18 |
Branch Locations
360 Kingsley Park Dr Ste 100, Fort Mill, SC 29715 • United States
20 E Redman Ave, Haddonfield, NJ 08033 • United States
10000 Midlantic Dr Ste 100W, Mount Laurel, NJ 08054 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kpmg, Llp | Philadelphia | PA | 09/2015 | 09/2017 |
| Sanford C. Bernstein & Co., Llc | Philadelphia | PA | 10/2017 | 07/2019 |
| Lincoln Financial Advisors Coporation | Haddonfield | NJ | 07/2019 | 12/2021 |
| Lpl Financial, Llc | Haddonfield | NJ | 12/2021 | Present |
1. 09/30/2022 - McLaughlin Private Wealth - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 09/29/2022 - 160 Hours Per Month/160 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-02-18 |
| S63 | Uniform Securities Agent State Law Examination | 2018-02-26 |
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