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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-12-26 |
| NJ | RA | APPROVED | 2021-09-17 |
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 |
|---|---|---|---|---|
| Minnesota Life | St. Paul | MN | 01/2018 | 01/2019 |
| Securian Financial Services | St. Paul | MN | 01/2018 | 01/2019 |
| Mid Atlantic Resource Group | Wall | NJ | 01/2018 | 01/2018 |
| The Cheder | Brooklyn | NY | 09/2016 | 01/2018 |
| Mesila | Brooklyn | NY | 07/2016 | 08/2021 |
| Yeshiva Shaar Hatalmud | Brooklyn | NY | 08/2014 | 09/2016 |
| Mesivta Sholom Shachna | Brooklyn | NY | 09/2016 | 04/2018 |
| Able Wealth Management Llc | Jackson | NJ | 01/2019 | 08/2021 |
| Yeshiva Sholom Shachna | Brooklyn | NY | 09/2016 | 03/2018 |
| Lpl Financial Llc | Lakewood | NJ | 08/2021 | Present |
1)08/11/2021 - Yungreis Wealth Management LLC - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-07 |
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