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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-01-12 |
Branch Locations
101 Crawfords Corner Rd Suite 2409, Holmdel, NJ 07733 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Oakhurst | NJ | 05/2010 | 11/2016 |
| Wachovia Bank, N.A. | Oakhurst | NJ | 04/2010 | 05/2019 |
| Wells Fargo Clearing Services, Llc | Oakhurst | NJ | 11/2016 | 05/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Manasquan | NJ | 05/2019 | 05/2021 |
| Bank Of America, N.A. | Manasquan | NJ | 06/2019 | 05/2021 |
| Wells Fargo Bank, Na | Toms River | NJ | 05/2021 | 07/2025 |
| Wells Fargo Clearing Services, Llc | Toms River | NJ | 06/2021 | 07/2025 |
| Lpl Enterprise, Llc | Holmdel | NJ | 01/2026 | Present |
| Unemployed | Allenwood | NJ | 07/2025 | 01/2026 |
1. 01/07/2026 - Robert Coon III N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency -Allenwood NJ AR - Inv Related - Start Date: 12/12/2025 - 160 Hour(s)/Month - 160 Hour(s) During Trading 2. 01/07/2026 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - Allenwood NJ - Inv Related - Start Date: 12/12/2025 - 160 Hour(s)/Month - 160 Hour(s) During Trading" 3. 01/07/2026 - Robert Coon - Artist/ Musician -Allenwood NJ - Not Inv Related - Start Date: 07/15/2025 - 18 Hour(s)/Month - 0 Hour(s) During Trading"
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 2003-08-21 |
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