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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-06-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 03/2018 | 09/2021 |
| Quest Diagnostics | Madison | NJ | 06/2017 | 03/2018 |
| Villanova University | Villanova | PA | 08/2013 | 06/2017 |
| Kb Financial Companies | Princeton | NJ | 09/2021 | 12/2021 |
| Kestra Investment Services, Llc | Metuchen | NJ | 01/2022 | 06/2023 |
| Kestra Advisory Services, Llc | Metuchen | NJ | 03/2022 | 06/2023 |
| Lpl Financial Llc | Metuchen | NJ | 06/2023 | Present |
1) 5/16/2023- Sopher Financial Group- DBA for LPL Business (entity for LPL business)- Inv. Related- At reported business location(s)- start date 1/3/2022- 160hrs/mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-30 |
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