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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2024-01-25
  • NJ RA
    APPROVED
    Since 2024-01-25

Branch Locations

56 Main St Ste 3C, Flemington, NJ 08822 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Flemington NJ 08/2023 Present
West Virginia University Morgantown WV 08/2022 08/2023
Pelican Shops Whitehouse Station NJ 05/2022 08/2022
West Virginia University Morgantown WV 08/2021 05/2022
Pelican Shops Whitehouse Station NJ 05/2021 08/2021
West Virginia University Morgantown WV 08/2020 05/2021
Pelican Shops Whitehouse Station NJ 05/2020 08/2020
West Virginia University Morgantown WV 08/2019 05/2020
Stanton Ridge Country Club Whitehouse Station NJ 06/2019 08/2019
Hunterdon Central Regional High School Flemington NJ 08/2015 06/2019
  • 08/2023 → Present
    Flemington, NJ
  • 08/2022 → 08/2023
    West Virginia University
    Morgantown, WV
  • 05/2022 → 08/2022
    Pelican Shops
    Whitehouse Station, NJ
  • 08/2021 → 05/2022
    West Virginia University
    Morgantown, WV
  • 05/2021 → 08/2021
    Pelican Shops
    Whitehouse Station, NJ
  • 08/2020 → 05/2021
    West Virginia University
    Morgantown, WV
  • 05/2020 → 08/2020
    Pelican Shops
    Whitehouse Station, NJ
  • 08/2019 → 05/2020
    West Virginia University
    Morgantown, WV
  • 06/2019 → 08/2019
    Stanton Ridge Country Club
    Whitehouse Station, NJ
  • 08/2015 → 06/2019
    Hunterdon Central Regional High School
    Flemington, NJ
Other Businesses

1) 10/2023 - BEACON FINANCIAL GROUP / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) 160 Hrs per month / 100% Time Spent 2) 02/28/2024 - Ash Brokerage - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 02/26/2024 - 3 Hours Per Month/ 3 Hours During Trading 3) 04/25/2024 - Adelphi Financial LLC - Tax Prep/Accounting/CPA - Tax Preparer - Investment Related - At Reported Business Location(s) - Start Date 02/26/2024 - 40 Hours Per Month/ 3 Hours During Trading 4) 12/03/2024- GetCovered New Jersey- Non-Variable Insurance- Marketplace Broker - Investment Related - At Reported Business Location(s) - Start Date 08/26/2024 - 4 Hours Per Month/ 0 Hours During Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-01-24
  • S66 Uniform Combined State Law Examination
    2024-01-24
Other Names
  • William Meyer

View on SEC IAPD

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