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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-22 |
| NJ | RA | APPROVED | 2025-04-16 |
Branch Locations
1000 Atrium Way, Suite 401, Mt. Laurel, NJ 08054 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rutgers University-Camden | Camden | NJ | 09/2021 | 05/2025 |
| Paul Vi High School | Haddonfield | NJ | 09/2017 | 06/2021 |
| Top Golf | Mount Laurel | NJ | 09/2021 | 01/2025 |
| Middle School | Barrington | NJ | 09/2014 | 06/2017 |
| Lpl Financial, Llc | Mt Laurel | NJ | 01/2025 | Present |
1- 04/24/2026 - Capri Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 05/23/2024 - 160 hours per month/ during trading 2- 04/30/2026 - Vance Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 07/31/2025 - 160 hours per month/ during trading 3- 04/30/2026 - Momentum Wealth Partners - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 05/23/2024 - 0 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-11 |
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