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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-05-01 |
Branch Locations
57 South Maple Avenue, Marlton, NJ 08053-2031 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Marlton | NJ | 06/2023 | Present |
| Coffee Flat | Philadelphia | PA | 02/2019 | 01/2024 |
| Penn State University | Philadelphia | PA | 08/2019 | 05/2023 |
| Royal Park Inc. | Philadelphia | PA | 11/2016 | 06/2019 |
| Temple University | Philadelphia | PA | 08/2015 | 12/2018 |
| Sapore Italiano | Cape May | NJ | 05/2017 | 08/2019 |
1) 2024-02-06 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - / M Financial Planning Services, INC. - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2023-12-20 - 160hrs/mth - 8hrs/mth during trading 2) 2024-02-06 - Cafe La Maude - Outside/W-2 Employment - N - 816 N 4th St, Philadelphia, PA 19123 - 2023-12-20 - 72hrs/mth - hrs/mth during trading 3) 2026-05-07 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - M Financial Planning Services, Inc. - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2026-05-05 - 40hrs/mth - 33hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-30 |
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