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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-03-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Boatwright Capital Llc | New York | NY | 05/2016 | 10/2018 |
| Ni2O Inc. | Providence | RI | 12/2017 | 06/2018 |
| Ibex Wealth Advisors | Lebanon | NJ | 10/2018 | 10/2020 |
| Seelaus Asset Management | Chatham | NJ | 10/2020 | 03/2026 |
| Lpl Financial | Morristown | NJ | 03/2026 | Present |
| Active Management, Llc | Morristown | NJ | 03/2026 | Present |
1)11/13/2025 - Active Management, LLC - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s)
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