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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-07-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Wall Township | NJ | 05/2009 | 01/2018 |
| Petersen Investments, Inc. | Wall | NJ | 06/2013 | 02/2018 |
| Royal Alliance | Wall | NJ | 02/2018 | 05/2019 |
| Cadaret, Grant & Co., Inc. | Wall | NJ | 05/2019 | 07/2025 |
| Lpl Financial Llc | Little Silver | NJ | 07/2025 | Present |
1. 07/10/2025- Petersen Advisors- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 07/07/2025- 150 Hours Per Month- 150 Hours During Trading 2. 07/10/2025- Jeff Wrightson rents- Real Estate Rental- INV Related- At Oceanport, NJ- Start date 05/03/2024- 2 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 1992-10-02 |
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